Salesforce Installation.iba

WalkMe For Salesforce Version 2.15
Installation Guide
WalkMe for Salesforce
Plan your Installation
WalkMe can work on all Salesforce products. Each Salesforce product has a unique
installation process. Consult the table below for the correct installation instructions.
Start by installing your performance/professional package. Then add additional components as necessary.
Feel free to contact WalkMe Support if you have any questions.
Salesforce Environment
Performance
Enterprise
Professional
WalkMe Performance Installation
Service Cloud
Console
Add: Configure the Service Cloud
Console
Group
WalkMe Professional Installation
Contact WalkMe
Support
Add: Configure
the Service
Cloud Console
Communities
Add: Setup WalkMe for Salesforce Communities
Visual Force
Add: Setup WalkMe for Salesforce VisualForce
Chatter
Contact WalkMe Support
Data.com
Contact WalkMe Support
• Need help finding your WalkMe Snippet? Click here.
• Want to know more about using extensions? Click here.
• Read our FAQ.
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Setup: WalkMe Performance
Please follow the instructions below, for any issues please visit our help forum at
support.walkme.com or contact WalkMe Support Team at [email protected].
1) Paste the following URLs to your browser.
Production installation link:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04ti0000000PVDg
Sandbox installation link:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04ti0000000PVDg
2) Log into Salesforce, using an Administrator Account.
3) Click Continue.
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4) Click Next.
5) Select which users will have access to the WalkMe Setup page (not to the WalkMe
widget) then click Next. (As a rule of thumb, only admins should have access to this page).
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6) Click Install.
The Installation has been completed.
In the next steps, you will need to configure the WalkMe package.
7) Got To Build -> Customize -> Home -> Home Page Layout then click Edit Configure the
Home Page Layout (and other required layouts) for your organization
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8) Check the WalkMe for Salesforce andWalkMe Link Components. Click Next.
9) Click Save.
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10) Go To Build -> Customize -> User Interface
11) Check Show Custom Sidebar Components on All Pages
12) Go to WalkMe Setup.
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13) Select whether you want the Demo Account or the Full Version.
If you choose the Full Version, please refer to section "Configure the Full Version
of WalkMe for Salesforce.” Otherwise, click the Submit button.
14) You now have WalkMe for Salesforce installed on your environment configured with
the demo account.
15) Go to Sales, you will see the WalkMe widget on the side with 15 pre-made WalkThrus!
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Configure the Full Version of WalkMe for
Salesforce
1) Click the Get your WalkMe SnippetId LINK
2) Enter your email and password to get your WalkMe token. If you don't have an account
yet, Click on "DON'T HAVE AN ACCOUNT?” Fill in the required details to get your
WalkMe token.
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3) Click the Advanced Tab to access more options.
4) Choose an environment.
5) Personalize WalkMe for Salesforce by entering a variable to identify unique users.
Every variable should be written in a separate line. Then Click Submit
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Setup: WalkMe Professional Package
1) Paste the following URLs to your browser.
Production installation link:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04ti0000000Mcmk
Sandbox installation link:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04ti0000000Mcmk
2) Log into Salesforce, using an Administrator Account.
3) Click Continue.
4) Click Next.
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5) Click Install.
In the next steps, you will need to configure the WalkMe package.
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6) On the left navigation bar go to Setup -> Customize -> Home -> Home Page Layouts and click Edit .
7) Check the WalkMe for Salesforce and WalkMe Link components and click Next.
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8) Click Save.
9) On the left navigation bar go to Setup -> Customize -> Home -> Home Page Components. Click Edit near the WalkMe for Salesforce object.
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10) Check the Show HTML checkbox on the top right of the text box.
11) Delete the existing code.
Click here for the WalkMe for Salesforce Professional Demo code.
Click here for the WalkMe for Salesforce Professional Full Version Code.
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Configure your Professional Demo Account
1) Copy and paste the code in the box below to Salesforce, and click Save.
 <script type="text/javascript" language="javascript"> try { var doc =
window.top.document; var head = doc.head; var scriptElement =
doc.createElement('script'); scriptElement.async = true; scriptElement.src =
"https://d3b3ehuo35wzeh.cloudfront.net/users/895c235ef8b247948c772bc8d0e544ea/wa
lkme895c235ef8b247948c772bc8d0e544ea_https.js"; head.appendChild(scriptElement); }
catch (e) {}</script>
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Configure your Full Version
Professional Account
1) Copy and paste the snippet (Click here for more information) in the box below to
Salesforce, and click Save.
2) On the left navigation bar click Setup -> Customize -> User Interface
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3) Check Show Custom Sidebar Components on All Pages, and click Save.
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Setup: The Service Console
1. First disable the Clickjack Protection: Go to -> Setup -> Administration Setup ->
Security Controls -> Session Settings
2. Make sure the two options showed in the picture below are checked and click Save
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Setup: The Service Cloud Console Part 2
1) Go to Setup -> Customize -> Console -> Custom Console Components
2) Click on New
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3) Fill in the required fields
4) Go To Setup-> Create ->Apps, then Click Edit on your Service Console.
5) Scroll down and move the WalkMeLoader to Selected Items. Then click Save.
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Setup: Salesforce Communities
1. Create a simple text file with an .html suﬃx named WalkMeFooter.html on your computer. The content of the file should be as the example below (Learn where to find the
Snippet):
<html>
<head>
<script type="text/javascript">(function() {var walkme =
document.createElement('script'); walkme.type = 'text/
javascript'; walkme.async = true; walkme.src =
'https://d3b3ehuo35wzeh.cloudfront.net/users/<YOUR WALKME
ID>/test/walkme_<YOUR_WALKME_ID>_https.js'; var s =
document.getElementsByTagName('script')[0];
s.parentNode.insertBefore(walkme, s);})();</script>
</head>
<body>
</body>
</html>
2. Log in to Salesforce and go to the Documents tab. 21
3. Click on New
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4. Type in the information as shown in the picture below, upload the HTML file that we
created earlier and click Save:
i. Go to the Salesforce Setup page
ii. On the left side expand the customize option and the communities. Click on Manage Communities.
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5. Click on Edit button next to your community.
6. Click on Branding
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7. Click on the Search icon next to the footer and select the document we created
(WalkMe Footer).
8. Click Save
9. You should now be able to see WalkMe widget in your Salesforce Communities!
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Setup: WalkMe for Visual Force Pages
There are three scenarios in which a visual force page be integrated into a Walk-Thru:
iFrames
iFrames are build to incorporate another HTML page (or document) into the existing page.
Because Salesforce is so customizable, many of the Salesforce fields have been custom
created on a visual force page and planted within the page as an iFrame. To have steps
display on fields or buttons within the iFrame you must place the following code into the
iFrame’s source code.
var walkme_load_in_iframe = true;
<script type="text/javascript">...usual snippet...</script>
Visual Forces pages with a Sidebar
Visual Force pages (Not iFrames located in salesforce.com pages) are very customizable
and may or may not contain the sidebar. If the sidebar is present on a Visual force page,
no action need be taken, as WalkMe is injected automatically from the sidebar into the
page so that your Walk-Thru can play.
Visual force pages with no Sidebar
When a Visual Force page is designed without a sidebar, we need to manually place the
snippet on that Visual Force page by placing in between the <head> and </head> tags in
order for steps to display on that page. .
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WalkMe Extension for Salesforce
The traditional implementation involves placing the WalkMe snippet in the header of all
HTML pages on which you wish to enable the Walk-Thrus. A diﬀerent way of implementing
the WalkMe Snippet is via a browser extension. The extension will be built to work on specific web applications or websites.
Using an extension involves
1. Downloading the extension locally on your browser (every user that wants/needs to see
WalkMe must have the WalkMe extension installed.
2. When the user is on the correct pages, WalkMe will inject the snippet so that WalkThrus can be played.
The extension is supported for IE, Chrome, Safari and Firefox.
The extensions for Safari, Firefox and Chrome are installed directly into the browser. The IE extension is an EXE file that needs to be executed on the machine.
There are no special requirements to install the extension on any of the browsers.
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Finding your WalkMe Snippet
1) Login to the WalkMe Editor and click Publish.
2) Click on the Snippet tab.
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3) From the Environment drop down menu, select the environment that you want to use.
4) Select HTTPS.
5) Click Copy Code. Make sure not to accidentally make any changes to the WalkMe code
in this window!
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FAQ
1.
What back-end communication does the package have with Salesforce?
What back-end communication does the package have with Salesforce?
By default, WalkMe only uses ORGID and the USERID then utilizes it to monitor the WalkThrus’ analytics data (this can be accessed at analytics.walkme.com).
The Personalization feature uses other variables, which you provide, to base conditions
within the WalkMe Editor. This feature can be used to create a segment from which specific Walk-Thrus are displayed.
2. How secure is the back-end communication between Salesforce and WalkMe? What
information is being shared?
By default, WalkMe only accesses ORGID and the USERID for analytics purposes (this can
be disabled). If you are using the Personalization feature, the additional variable will be
shared as well. WalkMe does not store any sensitive or classified information. Only
information about the Walk-Thru's are saved.
3. How do I control who has access to the WalkMe Setup page?
You can list all the users who will have access to the setup page during the installation
process.
4. How can I display the Walk-Thrus to specific users?
Using the segmentation menu in the WalkMe editor, you can decide which users will be exposed to WalkMe. Segments can be based on page layout properties, or Personalization
variables.
5. Does WalkMe aﬀect the page performance?
WalkMe only loads after the Salesforce page has completely loaded.
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6. Where WalkMe data is stored?
WalkMe data is stored on our Amazon Web Service server. If you’ve upgraded to the SelfHosted feature, data will be stored on your Salesforce environment. All data transfers are
secured with https protocol.
7. I just refreshed my sandbox, and I can’t see WalkMe. What do I do?
You must reinstall the WalkMe for Salesforce Package and follow the setup instructions.
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