Salesforce Software Training

Guide your users in real-time within Salesforce

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

Trusted by global companies

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.

Streamlined SAP 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 SAP

Experience seamless support with OnScreen Guidance’s real-time in-app assistance for SAP. Users receive instant, step-by-step guidance within their SAP 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 SAP 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 SAP 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 SAP 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 SAP. This feature ensures your users stay aware of critical information, improving communication and keeping them consistently updated.

Launchers

Enable users to navigate SAP 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 SAP, this feature ensures your users have the necessary resources without disrupting their workflow, boosting productivity.

Industry awards

“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

: 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.
: 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.
: 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.
: 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.
: 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.

The Learning Pool Platform

Use cases

Industries