Drive user adoption

Feedback, guidance and digital adoption

Make your end users more productive and improve data quality by cleaning up Salesforce page layouts, providing in-app help and embedding process maps using  

Capture end user feedback to drive changes from inside Salesforce page layouts.

Increase your Salesforce ROI

Increase user productivity and data integrity

Efficient and accurate data entry will save you thousands of dollars.

For every minute saved by a single end-user on each Salesforce page, you could save $1,000 per year. This is the time spent looking at fields they don’t need, validation rules they don’t understand, and the pick-list values they don’t need to select. Then, multiply that by the number of end-users. It adds up. 

That doesn’t even include the cost of poor-quality data and the time needed to clean it up. 

Point of need help

We turn the Salesforce help icon from plain text to a dropdown with URL links, rich text, video or process maps making the content more structured and easier to consume.

Increase responsiveness

Continuously improve by getting end-users to submit feedback and rate help topics on how useful they are.

Simplify page layouts

Increase end-user productivity by simplifying your page layouts. Use the impact analysis to decide which fields you can remove or move to dynamic forms.

Prune your picklists

Picklist impact analysis helps you remove unnecessary picklist values quickly and confidently. This saves users time and the likelihood of an incorrect entry.

Maximize Salesforce Productivity

Improving data entry accuracy and efficiency can save money, as well as time spent on fixing poor-quality data. Provide users with helpful resources, simplify page layouts, and remove unnecessary options from picklists to improve data entry. Getting feedback from users can also help you continuously improve the help you provide.

Free up support time

Get answers more quickly

Reduce your support effort in answering repetitive questions by providing in-app help, and answering common questions within your app as users need it.

Show how responsive you are by rapidly changing help content on the fly.

The adoption problem

The confused user switches off 

Help your end users to be more productive. We turn the Salesforce help icon from simple text to a dropdown with URL links, rich text, video or process maps. You can describe the reasons for the pick list values or the logic for the validation rules. Or show a process diagram that shows where they are in a complex flow.

Users can enter feedback from the help icon dropdown if they need clarification. Then, you can respond in the chat or update the help content instantly.

Declutter pages

Simplify page layouts and picklists

Use Elements powerful impact and dependency analysis for every field and picklist value for every object to make informed decisions about what can be removed or moved to dynamic forms or layouts.

Simply because a field has little or no data does not mean it can be removed. Elements gives you that deeper analysis.


Boost Adoption and Satisfaction

Improve adoption and customer satisfaction with in-app training and feedback through exposed documentation in Salesforce.

We turn the Salesforce help icon from plain text to a dropdown with URL links, rich text, video or process maps making the content more structured and easier to consume.

All the content is managed in the metadata dictionary and can be changed instantly. No waiting for the next release.

Help rating

End user help usage and reviews

End users can rate each help topic to help you improve it with a simple thumbs up or thumbs down. This is summarized at an object level in the org model so you can easily see which topics are helping as well as those that may need work. 

You can also track and report on which users open help topics.

Ramp-up standard help

Quickly update Salesforce help

Rapidly improve the quality of standard help for your org. Inside the Elements meta dictionary, you can update the standard Salesforce help text for every field.

Frequently asked questions

How are Elements different to Salesforce In-App Guidance?

Salesforce In-App Guidance is a paid feature that displays pop-up prompts to users when they enter a page. These prompts are closed by the user and forgotten. Elements in-app help is exactly where the end-user needs it –  in a page layout attached to an object, record type or field. 

What types of content can be in-app help?

There are 3 types of content that can be used as in-app help:

  • Rich text documents with links and embedded video and images.
  • Elements process maps
  • URLs link to existing content such as PDF, video, and images. 
What happens to standard Salesforce help text when I use Elements in-app help?

If you use the Elements drop-down help for a field, then the standard Salesforce help text is the rollover for the help icon.

Can we switch off the ability for end users to leave feedback?

Yes, admins have the ability to switch off this feature.

Can I trial Elements?