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CrowdGuide - Training and Adoption Tool

$2 AUD per user per month 15 day free trial

Discounts available for nonprofits

More plans available
$22 AUD per user per year



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Latest Release



Improve the user journey with a custom help menu... in the sidebar!

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.

  • Increase adoption by displaying your own contextual training content
  • Empower users by providing relevant step-by-step instructions
  • Close deals faster by displaying sales process details and helpful hints
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, 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!


  • Compatible with Professional, Enterprise, Unlimited, Developer, and Performance EditionsProfessional & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 4
  • Custom Applications: 1
  • Custom Tabs: 2

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
No additional system requirements


Additional Information

Package Name
CrowdGuide / 1.59.0
First Release
Latest Release
Sydney, Australia