Embedded Help: Right At the User’s Point of Need
Provide your custom help and training content – as embedded help – directly within your users’ salesforce pages…
Custom Help for…
|Record Detail Section Label||No||Yes|
|Help for this Page Link||No||Yes|
|Related List Label||No||Yes|
|Related List Object||No||Yes|
|Related List Column Labels||No||Yes|
Clicking the next to a Helped Element opens a Help Topic Callout, in a variety of Callout Templates…
Deliver ‘One-liner’ Definitions Plus ‘Read More…’
Where a simple definition is all that’s required to understand the role or context of a field or other page element, a simple ‘Summary-Only’ callout template excels – and if needed, its ‘click to read more’ capability means the Enterprise Help Portal and related help content is just a click away…
A Picture Paints a Thousand Words – and Video…?
Where users are likely to require more information, a ‘Help Topic Details’ callout template can embed rich-text, plus an image or video – and the option to ‘Read more…’ remains, if needed.
Provide Process / Play-Book Context
Sometimes the most useful embedded help is to place the current page element in context within a process – such as a sales process – or a set of options – such as competitor information. Here, a reading list gallery callout template can set the scene – and, if needed, allow the user to access the Enterprise Help Portal from any Help Topic in the gallery…
Signpost to Specific Content in Help Resources
Where the most useful content resides outside of Salesforce in remote Help Resources – documents, presentations, videos or web pages – specific content can be signposted with context-specific usage notes, to guide the user through to the ‘gold nuggets’ of relevant content that would otherwise be hidden or take considerable effort to find and assess.