Comments on: Embedded Help in your Web App using Grazr

By: Rem Hoffmann

Rem Hoffmann — Thu, 21 Sep 2006 00:09:57 +0000

I was wondering about that myself. I made the assumption that the help was customizable, otherwise it seems the tool would have a very, very narrow niche!

I’ve got a call scheduled with one of the company founders, so I’ll let you know what I find out.

By: Steve

Steve — Wed, 20 Sep 2006 05:01:37 +0000

I was intrigued when I saw QuickSuccess on the Appexchange, but it appears you can’t create your own help–you only get to use theirs. Since my business practices are different from theirs, their help is of marginal value, I think.

Now if they gave me an interface for creating my own context-sensitive help, and have it overlay on Salesforce, that would be a killer app.

As far as a custom tab goes, I think that’s a good option. I could be a wiki or any CMS really.

By: Rem Hoffmann

Rem Hoffmann — Wed, 20 Sep 2006 02:39:41 +0000

Hi Steve,

I’ve also been thinking a lot about how to deliver just-in-time documentation to clients. I favor a minimalist, simple to maintain solution that can change as their business processes evolve. With a platform like sfdc, that’s going to happen more quickly than otherwise.

My thinking was headed toward embedding a hosted wiki in a web tab. Have you seen any instances of this? The real trick here would be to integrate the permissioning structure of the wiki with that of sfdc, so that you could restrict edit priviledges if needed.

The other thing I just checked out was QuickSuccess, an overlay on top of sfdc that basically lets you script common tasks while providing guidance each step of the way. I don’t know how customizable it is quite yet, but it looks very intriguing.

Check out the demo (complete with Mr. Professional Voice-Over Guy..) at http://www.crsol.com/quicksuccess/qs-demo.html.