Customising the Help Menu!
Who knew? I have to confess that I was late to this party and did not know this was an option until this month (May 2020). So if I have been tragically unaware of this feature, then maybe you were too. Consider this post an attempt to rectify that. Why Customise Your Help Menu? Why should we care? Why is this worth reading about I hear you ask, and I will answer. In my experience the number of users each Salesforce Admin or Helpdesk Exec has to support does not leave them with the capacity to quickly respond to every user's questions. There is often a backlog, and cloning machines do not yet exist. We also know that users getting stuck and feeling frustrated can kill adoption, which is the enemy of a successful Salesforce implementation. Now I know that every good Salesforce Admin has spent a lot of time and care creating detailed user guides for their colleagues, but how many of these users remember where the guide is saved at their time of need? Not many..... which is why it is