Help Guides

Use Help Guides to cut on-boarding times

Embed help and documentation in your salesforce pages and use Help Guides to step your users through your processes, pages and forms with ease.


This video shows how you might introduce a new users to your applications and processes in order to fast track your on-boarding…


Lead users through processes, standard operating procedures, methodologies, forms – within one or across several Salesforce application pages.


Improved Help Guides provide interactive, guided walk-throughs around your pages of your applications:


  • Multiple Helped Salesforce Fields, Buttons, Custom Links…
  • One or multiple helped Salesforce application pages;
  • Use ‘linear’ Guide mode to force flow between Steps – or provide ‘unordered’ Guides for self-selected steps.
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