Using: Help Guides
Available Help Guides for this Page
Help Guides are accessed from the Help Quick Access Menu:
- Click the Help Quick Access Menu’s icon to open it;
- Click the Guides menu option to show available Help Guides for the current page;
- Click a Guide Name opens a Guide Window…
The Guide Window
The Guide Window contains the following components:
- Title Bar: Useful for dragging the Guide Window around your monitor;
- Guide Details: Name & Summary – as shown in the Available Guides dialogue link used to open the Guide;
- Step List: Provides the Guide’s ‘table of contents’. Each Guide Step is a Help Topic in its own right and when a Guide is opened, Step-1 in the Step List will be selected, which would tend to be a Guide overview / introduction – as with Reading Lists;
- Step Help: Shows help for the currently selected Guide Step.
Guides vs. Reading Lists
Improved Help Guides are similar to Reading Lists, in that they provide a set of Help Topics – Guide Steps – with a reading order or ‘flow’. Guides can be used in two modes:
- Linear: where users follow the Guide’s Step list in order – for processes, procedures & guided Salesforce form-completion;
- Non-linear: which do not dictate any start-point, end-point or flow. Instead, users are free to use them at different levels and ‘dip in’ depending on the task in-hand. Non-linear Guides are useful for providing play-books, for example, providing competitor information.
The key differences between Guides and Reading Lists are:
- Guide Window: Guides open within a dedicated Guide Window – designed to be used as a reference, which you can position and resize to suit your preferred way of working. Reading Lists can also be
- View-in-Place in Step Window: Some Guide Steps will navigate the Helped User to a specific field, button, link… within a Step Window (which can be positioned & resized like the Guide Window).