Improved Help for Salesforce Lightning

Enrich your Lightning applications and pages with custom content via one or more of the Improved Help components. Build powerful content-based apps using multiple components and easily deploy straight to Salesforce Mobile. Take Lightning components beyond the Lightning user experience by providing 'THE SALESFORCE ENGAGEMENT LAYER' your Lightning applications need. 

 

Improved Apps is ideal for Salesforce Customers who are embarking on any Lightning project. The Lightning user interface (UI) is a step-change from the Classic UI that users will be familiar with. We are often told “All change is painful” and for sure, one of the biggest issues will be coping with the frustration of unfamiliarity for completing familiar tasks. That said there are many good reasons to move to the new Salesforce UI, which is been built around customer requirements, and Improved Apps technology can make that move a whole lot easier. This is snippet from a recent blog: Migrating from Classic to Lightning (Successful Projects)

 

Embed any user-centric, context-sensitive help and learning content into your Lightning Pages, with one or more of our ten very flexible Improved Help Lightning components. Each tab below represents a sample of the packaged Lightning components. Improved Help provides 100% Native Lightning Components.

Quick Access Menu
Embed Content
Help Topic Viewer
Reading List Viewer
Image Viewer
More Info

One key component that helps all...(Deployed to nearly every Lightning page layout)

 

Just add the Improved Help 'Quick Access Menu' component any Lightning Page layout, to access contextual, rich content and utilities... In-app help for the task in hand, within reach when needed - out of the way when not.

 

Reading Lists present a series of Help Topics all grouped together for easy consumption.

 

User-centric help and micro-learning content for processes, procedures, playbooks...

Alternative Reading List display for focus - can be toggled on-off to progress the task in-hand

 

...when a picture speaks a thousand words...

The Improved Help components can be added to any part of an Org’s Lightning environment to enhance the user experience. Any salesforce System Administrator may drag and drop them onto:

 

  • Record page layouts
  • Custom app pages
  • App utility bars

 

Components can also be embedded into local components or Visualforce pages, via our ‘Lightning Out Host’ - see below.

 

Oh, one more thing...

Each component includes comprehensive configuration options, giving great flexibility and power in precisely how help is made available to users in different scenarios. The components are designed to be able to ‘talk’ to each other to drive dynamic content, driven by context or user interactions.

List and Detail

Example page layout with interacting Help List and Detail components   

Tree Viewer

Show and navigate hierarchical, taxonomy-driven help and learning content  

Tagging

Tag Help Topics to simplify location, filtering and navigation.     

Lightning Out Host

Create and display Improved Help Lightning components beyond the Lightning experience via Visualforce.  

Use cases include help-enabling custom Visualforce app pages.

Create Content Apps

Once you have grasped the in page rich content experience (using the above Lightning components), you can take it even further by creating 'Content Apps'.

 

These Content Apps are Lightning apps that contain multiple Improved Help components, that allow users to easily navigate any content.  Customer examples shown below include: 'Release Notes Management', 'Competitor Analysis App', 'Release UAT Test Plans', 'Gartner Magic Quadrant App' and a Help Index of content.

 

Content Apps are a great way to break down multi-page PDF documents into easily consumable, highly navigable repositories of your content. Dynamic, engaging, easy to consume content on any device.

Release Notes Management
Competitor Analysis App
Release UAT Test Plans
Gartner Magic Quadrant App

The below 'Content App' shows how you may manage and document changes / releases of anything...

 

We have an index of release topics on the left (A tag cloud above that to filter the index)...when a user clicks a release topic on the left, it shows the rich release content on the right, where a user may provide additional feedback. Below these components we have various related content components and analysis of all content.

 

The below 'Content App' shows how you may present your competition so that users can easily learn about them to win every deal...

 

We have an index of searchable competitors on the left...when a user clicks a competitor it shows everything we know about that competitor in the middle, and on the right for each chosen competitor we provide paths to learn more. These paths to learn more can take your users to related content stored anywhere e.g. LMS apps, content stores (like Sharepoint, Salesforce Articles, Intranet etc).

 

The below 'Content App' shows how you may manage simple User Acceptance Testing to capture test results for your change management process...

 

We have a searchable list of all test scripts on the left...when a user clicks a test script it shows the all we need to know about that particular test on the right, where a user may provide feedback on how test was completed. In the middle we have an index of all tests, indexed by releases so a user can navigate to particular release test plans, any test selected in the middle will also show the test in detail on the right. Reports and analysis of UAT progress can be placed within this app or you can create reports and dashboards to show progress.

 

The below 'Content App' shows how you may take any PDF and break it down into easy to navigate, consume bite-size learning...In this case the 'Gartner Magic Quadrant of CPQ Vendors'.

 

We have a full list of all vendors on the left. We have a tag cloud at the top, when a user clicks on any tag(s) of interest, it filters out the vendors on the left that don't match the users interest. When a user clicks a vendor it shows all we know about that vendor in the middle, and at the same time refreshes the strengths and weaknesses on the panels on the right along with paths to learn more in the 'Related Resources' panel.