Girikon’s Salesforce support team are regularly asked questions about WalkMe interfacing with Salesforce where they initially need to highlight capabilities and benefits once integrated. Girikon, a Salesforce Implementation Partner is proactive and with the assistance of their Salesforce Support consultants outline WalkMe’s benefits such as acceleration time to competency during training, improvement of data integrity, promotion of new Salesforce features and productivity gains. Girikon’s team work closely with existing clients to integrate Salesforce to WalkMe with the knowledge that as a Salesforce Implementation Partner there is a high probability that these type of integrations will be within project scope for new clients.
WalkMe is a cloud platform that assists product managers and customer success managers to create product tours and manage in-app experiences. Without a doubt, WalkMe is one of the first in the user onboarding market. Because of its huge and recognisable brand, it is probably the first choice for many companies. It helps you to onboard and adopt more users by creating different walkthroughs inside your application. Through WalkMe’s dashboard, you can easily see all your user onboarding data and analytics. Because of its strengths and powers, WalkMe is a great tool for larger enterprises. But because of its pricing and hard to use, it isn’t the best option for start-ups, SaaS or small and medium businesses.
Using the Salesforce integration, you can push WalkMe Insights data to Salesforce objects to enhance your understanding of end-user behaviour. Girikon’s Salesforce Consultant Deepanshi takes us through a step by step guide to set up WalkMe and Salesforce integration below.
Requirements
The following items are required before attempting to setup WalkMe:
You must be a Salesforce admin or contact your Salesforce admin in order to add custom fields to your targeted Salesforce object(s)
You must have a Salesforce user that either has Salesforce admin access or ModifyAllData permissions to grant WalkMe access to OAuth 2.0 authorization to read and update the metadata of Salesforce objects (this access can be revoked by the Salesforce Admin at any time)
Walkme is an on-premise solution – so for different purpose you must install it before using it. This can become a little bit messy, since installing Walkme inside your system requires a lot of technical knowledge. So, you need to put a lot of effort just to see how Walkme works.