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CrowdGuide - Training and Adoption Tool
Improve the user journey with a custom help menu... in the sidebar!
- Business Need
- Productivity
Have you always wanted to create your own help menu in Salesforce? CrowdGuide is an easy to use and cost effective tool that allows you to create a context sensitive help menu. CrowdGuide sits in your sidebar and helps map your Salesforce journey.

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Compatibility
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- CrowdGuide/1.78 1.78.0
- Listed On
- 04/25/2013
- Latest Release
- 03/04/2022
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 5Custom Tabs: 2Custom Apps: 1
- Lightning Components
- Global: 2App Builder: 1Community Builder: 1
- Languages
- English
Security
Additional Details
CrowdGuide allows you to create quick reference guides that are easily accessed from the sidebar and can be populated from your training material. You create your own guides and select where in Salesforce (e.g. Accounts, Contacts, Custom Objects, all tabs, etc) you would like the guide to be displayed. The helpful pop up can include images, step-by-step instructions, business process diagrams, YouTube videos, naming conventions or best practice guidelines. NOW SUPPORTS: * Custom help menu in the Service Cloud Console * Adding of guides to all, one or multiple objects * Different guides based on record type * View counter to see how often your guides are viewed Built 100% on Force.com, CrowdGuide integrates seamlessly with your Salesforce implementation. Do you want to increase user adoption, ensure standard business processes are adhered to, improve data quality and re-enforce end user training? Install now! Install CrowdGuide today and receive a free 15-day trial!
Need help?
TrainTheCrowd
Sydney, Australia