Automate Creating Salesforce User Documentation | Salesforce Ben

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Share this article…Great software needs to be intuitive so that user manuals are not required. You have of course seen user manuals for dishwashers and washing machines because the hieroglyphics on them don’t make much sense, but have you ever used a manual for something… Read More …

Here are highlights from article Automate Creating Salesforce User Documentation | Salesforce Ben

1. The complications of creating user manuals in Salesforce:
– Frequently changing Salesforce world makes it difficult to create and maintain user manuals.
– Colleagues working on old versions and different versions getting passed around by email.

2. Introduction to Scribehow.com:
– Scribehow.com is a Google Chrome extension that automates the process of creating user manuals.
– It takes screenshots, pastes them, and writes descriptions of where to click and what to type.
– Provides a scrolling page with screenshots for intuitive learning at your own pace.

3. Installation and starting the recording:
– Install the Scribehow.com Google Chrome extension.
– Start the recording by clicking the Scribe recording button.

4. Generating a fully automatic user guide:
– Log into Salesforce and perform the desired tasks while the recording is in progress.
– Every click, keypress, and screenshot is automatically logged and captured.
– Descriptions are automatically provided.

5. Editing, sharing, and using the generated documentation:
– Edit, delete, merge steps, and add tips, alerts, and GIFs to the documentation.
– Share the link with users.
– Users can view the documentation in a pop-up sidebar while performing tasks on the website.

You can read it here: https://sfdc.blog/fFXPP

Source from salesforceben(dot)com

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