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improved help installation guide for salesforce users
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Quick Start Guide

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Install Improved Help

Install the latest general availability release of Improved Help into your Salesforce org.

Log in to the desired destination Salesforce org as a System Administrator and select the appropriate link for your situation.

  • Install for Admins Only: Controlled roll-out (especially in any Production Orgs);
  • Install for all Users: For product evaluation (typically in Sandbox or Development Orgs).

Please contact us if you are unsure how best to proceed in your situation.

Initialise Global Help Settings

Initialise Improved Help global settings, default configuration and tools.

Switching to Lightning Experience, open the ‘Improved Help for Lightning app‘ and from the ‘Welcome’ tab, this is where you will find all the documentation you need to become a Digital Adoption Legend, you’ll be guided to:

  • Upsert Configuration Tools: to initialise certain Help clickables, such as menu items and tools offered on helped Lightning pages.
  • Initialise Settings: Click this button to create some default product settings, covering areas such as product preferences and branding.
  • Refresh the Welcome tab: to see additional in-app help and guidance materials that have now been created, alongside Help Settings tab for accessing additional global options at any time.

Still using Classic? No worries, switch to the Classic Improved Help app, go to the Help Settings tab and from the Quick-Start sub-tab,  Initialise settings using the button.

Assign Licenses to Users

Assign Improved Help Licenses to named-users.

A license is required to use Improved Help. License assignment is managed according to the org and installation type and managed from the Setup Menu – search for Installed Packages and then click Assign Licenses.

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Assign Permission Sets

Select and assign Improved Help Permission Sets to users.

Improved Help Permissions are hierarchical, so each user only needs the highest level of the following (don’t worry if you add multiple Permission Sets – Improved Help ignores all but the highest):

  • Helped Users: Can view help content & comment;
  • Help Analyst: As above but can also access Help Analysis mode to view statistics (they also need reporting permissions set at their Profile level);
  • Help Authors: As Above but can also edit help content and view Inactive Help Topics;
  • Help Administrators: As above but can also access Improved Help Setting Page. Profile-level ‘Customize Application’ rights are needed to save Help Settings changes.

Permissons can be managed through Profiles – please contact us to discuss your specifc use cases.

Consider Initial Scope

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Nice work…Improved Help is now installed, initiated and available to deploy…

So it’s worth considering implementation approach, as several factors may affect how best to configure help and manage your content, open the ‘Improved Help for Lightning app‘ and from the ‘Welcome’ sub tab you will be guided through our documentation.

Prepare Improved Help Launch

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Whilst Improved Help can be implemented to support a major change program, application rollout project or new release, we recommend a walk before you run approach to implementing Improved Help for a targeted use case – to provide content that supports or enable step-change improvement in a process milestone step, new or complex pages or fields that can affect data quality.

Example use cases include helped:

  • Help Index: for onboarding & Lightning migration – for Salesforce orientation, standard and custom object overviews and key use cases/processes;
  • Form Help: for record edit and creation use cases, including helped Record Type selection, which often drives process automation;
  • Field Help: picklist selection help and naming conventions for free text fields on key records  

Review Global Improved Help Settings

Review Improved Help global settings in the Setup tab and adjust to suit your situation. See ‘Help for Help‘ in the ‘Improved Help for Lightning‘ app for more detail or contact us to discuss your use cases.

That’s it...

You should be ready to go-live with Improved Help!

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