They signed the paperwork and took compliance training - now it's time to learn how to do their job
For the Admins, trainers, and consultants who need to complete the onboarding process, and show new users exactly what to do.
Your users' training needs are always changing, so you don't have time for somebody else to create an e-learning course. ScreenSteps makes it easy for you to create online job aids to use in your blended onboarding sessions.
Focus on creating onboarding guides that help users do what they need to do, so they can be productive right from the get-go. You can even create onboarding guides for operations outside of Salesforce.
Stop copying and pasting screenshots into Word. Life is too short to subject yourself to such pain. ScreenSteps integrates everything you need into one tool so you can take screenshots, add annotations and text, and publish it to the web. Creating training guides takes a fraction of the time
Why make your users search for your PDF and Word job aids in Chatter or on a shared drive? Instead, Create web-based onboarding guides that are available right inside Salesforce, where your users need them.
– Andrew Nilsen, Impact NW
I so wish we could have found ScreenSteps before we onboarded our organization onto our new system
One of the biggest pains of making job aids is capturing images and pasting them into Word documents. With ScreenSteps, you will never have to do that again.
Want to add some context sensitive job aids to the "Leads" tab? Just tag a ScreenSteps artilce with "Leads". It will automatically show up in Salesforce in the "Leads" sidebar.
Processes change as often as the seasons - which means you always need to update your job aids. ScreenSteps makes a task that used to take days or weeks take only hours.