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INSTALLATION
GUIDE
WalkMe for Salesforce
This Installation
This installation is comprised of three stages:
Salesforce Package Installation
Salesforce Customization for Package
WalkMe Setup
Follow the instructions detailed for every section to complete this installation.
This Document
This document describes the process of installing the WalkMe package in Salesforce. Follow the instructions
below to complete the installation.
■ Salesforce
Package Installation
Copy and Paste the following URLs to your browser:
Production Installation link
https://login.salesforce.com/packaging/installPackage.
apexp?p0=04ti0000000TbAU
Sandbox installation link
https://test.salesforce.com/packaging/installPackage.
apexp?p0=04ti0000000TbAU
Log into Salesforce, using an Administrator Account.
Click Continue. Upon clicking, the Step 1. Approve Package API Access interface is displayed. From this
interface, permissions are assigned to standard object via the API. These settings are disabled for editing at
this point of the installation process.
Click Next. Upon clicking, the Step 2 Chose a security level interface is displayed
From this interface, select the Grant Access to Admins only option and click Next
Grant Access to admins only Users with Admin profile get full access
Grant access to all users
All internal custom profiles get full access
Select security settings
User access set by profile (recommended)
Upon clicking, the Install Package is displayed. Click Install to start the package installation.
The installation is now completed.
■ Salesforce
Customizations for Package
The next steps take you through the customization of the WalkMe package. From Salesforce homepage, find
the Build menu and create the required configurations.
(Go To: Build➔ Customize➔ Home➔ Home Page Layout)
Upon clicking, the Home Page Layouts interface is displayed. Click Edit next to the Default layout that was
automatically created during the installation.
Upon clicking the Edit button, the Edit Home Layout is displayed. From this interface, WalkMe components
must be selected for display. Check the boxes: WalkMe Link and click Next
Click Save to complete this configuration step. From Salesforce homepage, find the Build menu and create
the required configurations.
(Go To: Build➔ Customize➔ User Interface
From User Interface settings, check the Show Custom Sidebar Components on All Pages box and click
Save.
■ WalkMe
Setup
From Salesforce Home Page, click the Sales drop down and select the WalkMe Setup menu.
Upon clicking, the WalkMe for Salesforce interface is displayed.
Select the WalkMe Account Type required: Demo or Full version.
If Full Version is selected, please click here for more information
Demo Account
Demo Account allows you to view 15 pre-configured Walk-Thrus in WalkMe Widget. By selecting the Demo
account, there is no need to enter any account details. By clicking Submit, the customization is completed
and your WalkMe widget is now ready to use.
Full Version Account
The Full Version Account allows you to use all of WalkMe functionality including building your own WalkThrus, Launchers and much more. To create such account, you must first submit your account credentials.
Please make sure that you received your account information from your WalkMe’s Customer Success
Manager.
Upon selecting the Full Version account type, you must enter your WalkMe Snippetid. A SnippetID is a token
which is used exclusively in your Salesforce environment. If the Snippetid is not known o you at this time, click
the Get Your WalkMe Snippetid link.
Upon clicking the Get Your WalkMe Snippetid, the Get Your Snippetid dialog is displayed.
From the Get your Snippetid dialog, enter your Email and Password and click Save. If no account is found,
use the Don’t have an account? Click here link, to retrieve the account information. Click Submit to
complete this setup.
■ Advanced Tab
The Advanced interface allows you to configure which WalkMe environment you wish to use with your
WalkMe package. To view these settings, click the Advanced tab.
Select one of the options below:
Production
This environment is your real Salesforce system
Sandbox (test)
This environment is your test Salesforce account
Custom
Enter a specific URL
Click Submit to complete this setup.