Guide your users in real-time within Salesforce

Accelerate digital adoption with contextual walkthroughs for any standard or custom process.

Adapting to new technology in the workplace

Salesforce training simplified

OnScreen Guidance simplifies Salesforce by providing step-by-step guidance directly in your CRM. In-app guidance is quick to create, simple to maintain, and available to users whenever they need it.

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Streamlined Salesforce onboarding

OnScreen Guidance simplifies the onboarding process for new Salesforce users, allowing them to become productive faster. With quick creation and distribution of in-app guidance, employees can learn as they work, reducing the time and resources spent on traditional training methods.

Real-time assistance within Salesforce

Experience seamless support with OnScreen Guidance’s real-time in-app assistance for Salesforce. Users receive instant, step-by-step guidance within their Salesforce workflow, ensuring they can complete tasks efficiently and accurately without the need for constant external help.

User-friendly content creation

OnScreen Guidance’s intuitive interface makes it easy for anyone to create and maintain Salesforce process documentation in minutes. Unlike other complex platforms, it is a lightweight tool that empowers subject matter experts and everyday users alike to produce and share valuable content quickly, keeping your team up-to-date with the latest processes and best practices.

Features

Guides

Boost your Salesforce user proficiency with step-by-step instructions within the application. Comprehensive guides improve training and streamline workflows, ensuring a smoother user experience.

Tooltips

Improve user efficiency in Salesforce with tooltips directly embedded onto any web field. Featuring GIFs, images, and links, these tooltips provide instant guidance, reducing errors and enhancing productivity.

Announcements

Keep users informed with real-time updates and notifications within Salesforce. This feature ensures your users stay aware of critical information, improving communication and keeping them consistently updated.

Launchers

Enable users to navigate Salesforce more efficiently with customizable icons or links that trigger actions or provide information. Launchers enhance the user experience by simplifying navigation and resource access.

AI Translations

Easily provide content in multiple languages with AI-powered translations. Translate guides, tooltips, and more instantly, ensuring users receive information in their preferred language. Simplify content delivery and enhance user experience with seamless, accurate translations.

Resources

Provide users access to documents, links, videos, and more directly within the Knowledge Hub. Seamlessly integrated into Salesforce, this feature ensures your users have the necessary resources without disrupting their workflow, boosting productivity.

“Excellent training tool – I found OnScreen Guidance a very useful tool to train our users on the job. It’s simple to use. Trainers can create step by step guides in minutes. All guides are available in a single click. No hassle of storing training documents and spending time finding them.”

Enterprise Solution Specialist

FAQs

What is OnScreen Guidance?

It is a digital adoption platform designed to streamline employee onboarding and software training by providing real-time, in-app assistance and process documentation within CRM platforms like Salesforce.

How does OnScreen Guidance benefit Salesforce users?

It simplifies the onboarding and training process for Salesforce users by offering step-by-step guidance directly within your CRM. This allows employees to learn and complete tasks efficiently without needing external help, reducing training time and resources.

What sets OnScreen Guidance apart from other digital adoption platforms?

Its simplicity and ease of use set it apart. This lightweight tool enables quick creation and maintenance of content, allowing anyone, from experts to everyday users, to produce and share valuable process documentation within minutes.

What features does OnScreen Guidance offer to enhance Salesforce user experience?

The platform includes comprehensive in-app guides, tooltips embedded in Salesforce fields, real-time announcements, customizable launchers, and a Knowledge Hub for accessing various resources.

How easy is it to create and maintain content with OnScreen Guidance?

The intuitive interface makes content creation and maintenance extremely easy. Users can quickly create and distribute in-app guidance and process documentation in minutes, ensuring that teams stay up-to-date with the latest processes and best practices without unnecessary complexity.

Ready to empower your Salesforce users?

Discover how OnScreen Guidance can simplify Salesforce training and boost productivity

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