Salesforce software training, simplified
Deliver real-time, in-app guidance to drive Salesforce adoption and productivity—without the overhead
Accelerate user onboarding and task execution within your CRM with step-by-step guidance, available exactly when and where it’s needed.
Trusted by global companies
Reduce ramp time, boost efficiency
OnScreen Guidance makes Salesforce more approachable by delivering step-by-step walkthroughs directly inside the interface. Guidance is easy to create, quick to update, and always available to support your users in the flow of work.
Simplify onboarding and training
New hires get up to speed faster with just-in-time support embedded in Salesforce. Eliminate long training sessions and reduce support tickets by enabling users to learn as they go.
Real-time help, right inside Salesforce
OnScreen provides contextual, in-app guidance the moment it’s needed. Whether it’s a standard or custom process, users are guided through every step—minimizing mistakes and ensuring task completion.
Create and update content in minutes
No technical or coding skills required. SMEs and business users can quickly capture and publish guides without relying on IT or learning teams. Keeping documentation up to date has never been easier.
All-in-one training toolkit for Salesforce
OnScreen Guidance delivers a complete set of features to help teams adapt to Salesforce faster—with less frustration.
Step-by-step walkthrough for any workflow to boost confidence and speed up learning.
Add helpful hints, visuals, and links directly to any Salesforce field to prevent errors and reduce user confusion.
Keep users informed about changes and updates as they happen, right inside Salesforce.
Guide users to key resources and essential information with clickable icons or links embedded in Salesforce.
Centralize training content efficiently by embedding documents, videos, and links directly in the user’s workspace.
Instantly generate static process documentation with annotated screenshots. Perfect for training, audits, and compliance.
Quickly localize training content into multiple languages to support a global workforce—no manual translation needed.
Turn recorded walkthroughs into clear instructions—automatically. Save time and ensure consistency across guides.
Industry awards
Stop wasting time on Salesforce training.
Empower your users with OnScreen Guidance—fast, in-app support that boosts productivity.