WalkMe Guidelines

Updated: 08/25/2020

Guidance for the use of WalkMe in Seller Applications across Dell Technologies

These WalkMe guidelines are still being reviewed. Style and recommended usage are subject to change.

Overview

WalkMe is a third-party digital adoption and training application.

In Dell Seller applications, WalkMe can only be used for new feature announcements, onboarding, training and training effectiveness surveys.

WalkMe components have been styled to adhere to the Dell Design System guidelines. This styling applies regardless of the application in which WalkMe is being used.

Any instructions, tool-tips or messaging related to permanent bugs or ongoing usability issues should be implemented via IT and in line with the design system relevant to the tool in question.

STATUS: DRAFT
Walkme Walkthrough component in DSA

WalkMe Usage Guidelines

Intent
Component
DDS Component
Example usage
Scope
Duration
Trigger
Guided interactive training
DDS Popover (modified)
Step by step flow which guides users to create a new opportunity in Salesforce,  waiting for them to perform actions and make changesa to the application before continuing.
Single or multiple pages, varies according to training content.
Visible for duration of training only
User initiated, from WalkMe menu or link from announcement.
Guided tour
DDS Popover (modified)
Multi-step onboarding tour which points out different features  available on a search screen in DSA. Users can navigate through training without making changes to the application.
Single or multiple pages, varies according to training content.
Visible for duration of training only
User initiated, from WalkMe menu or link from announcement.
New feature announcement which requires user confirmation or action.
Announcement of new features in OSC which make significant changes to the previous process for configuration.
Entire application or core tasks.
Visible until dismissed by user.
System initiated, shown on first login since change.
New feature announcement which does not require user action.
Announcement of enhancements to SmartPrice features, shown when a user edits a quote in DSA. Can include a text link to further information or interactive  training.
Page or field-level enhancements.
Visible until dismissed by user.
System initiated.
Requesting feedback on the usefulness of WalkMe training
Post-training satisfaction and feedback survey which is shown to users after completing WalkMe training in Salesforce.
Applies to completed Walks.
Visible until dismissed by user.
System initiated.
Announcement which requires user action to avoid error or loss of progress.
This is not a recommended use of WalkMe.
Announcement in any sales tool about critical tool functionality that is missing or not working as expected, which requires user action to avoid a loss of productivity.

View non-standard WalkMe usage information.
Varies
Visible and blocks progress until required user action has been taken.
System initiated.
Temporary messaging to inform users of an ongoing issue while it is being fixed.
Custom WalkMe component which mimics native messaging styles.
Announcement in any sales tool about non-critical tool functionality that is missing or not working as expected, shown while IT teams work to resolve the issue.

View non-standard WalkMe usage information.
Varies
Visible until dismissed by user or until solution has been implemented by IT.
System initiated.
Contextual Information which supports the sales process
This is not a recommended use of WalkMe.
Varies
Help me Choose or additional information about ongoing promotions.

View non-standard WalkMe usage information.
Varies
Visible until dismissed by user.
System or user initiated.

Non-standard WalkMe Usage

As WalkMe requires the installation of a browser plugin, it may not be visible to all users. For this reason, WalkMe should never be used for critical messaging.

In Dell Seller applications, WalkMe should only be used for new feature announcements, training and user onboarding. It should not be used to replace the native contextual information or informational messaging of sales tools.

Intent: Provide temporary messaging to inform users of an ongoing issue while it is being fixed.

image of a salesforce warning tooltip

For short-term workaround for issues which do not affect critical functionality and will not result in loss of work or affect sales productivity, WalkMe messaging can be implemented using iconography and inline styles which mimic native tool styles (i.e. Dell Design System or Salesforce Lightning Design System).

In this case, the design team of the relevant tool should be engaged in order to advise on the most appropriate component.

Additionally, an IT intake should be created and included in the request for WalkMe implementation, along with an expected end date for the WalkMe messaging.  

Usage

Skip to recommended WalkMe components for:

Component Styles

In general, WalkMe components should reference the core styles for Buttons, Modals and Popovers from the Dell Design System. View the Adobe XD prototype for more detailed views of redlines and styles or download the Adobe XD file for use in prototypes.

Walk

Usage: Guided Interactive Training

DDS Component: both Modals and for Popovers.

Light mode
Dark mode

Walk (with navigation)

Usage: Guided tour

WalkMe components should reference the core Dell Design System styles for both Modals and for Popovers.

Light mode
Dark mode

When guided feature tours are implemented with navigation, a modal overlay can be included on the page to facilitate a highlight of the relevant page section or component. This does not apply to interactive Walks.

Shout Out

Usage: New feature announcement which requires user confirmation or action.

DDS Component: Modal

Selecting outside of a modal (on the tinted background) to close it is an optional feature, but discouraged because users who are accustomed to advertisements appearing in modal overlays may instinctively close them before looking at their content.

Smart Tip

Usage: New feature announcement which does not require user action.

DDS Component: Tooltips

Light mode
Dark mode

Survey Components

WalkMe survey components should reference the core styles Dell Design System styles for Modals, including a semi-transparent tinted background to draw focus to survey content.

WalkMe Launcher/Training Menu

WalkMe Colours

Color is used to create a stronger connection with our brand, define interactions and aid in way finding. Visit the Dell Brand Guidelines and Dell Design System information on colour for more details.

Many of the Dell-approved colours have been reserved for branding, messaging components and communicating state (e.g. success and errors). The WalkMe component colours have been chosen to ensure consistency with the Dell Design system, while also providing contrast against the typical colourschemes used in the different Dell Sales tools.

Non-standard WalkMe Usage

There are limited cases in which WalkMe can be used to recreate Salesforce Lightning styles, e.g. for temporary and urgent communication to users about a tool error which does not critically impact the sales process.

In these scenarios, refer to the Lightning Design system resources listed below and contact the design team for more detailed guidance.

Salesforce messaging styles

Native WalkMe Accessibility

WalkMe includes robust accessibility features. These features must be activated by a WalkMe account manager.

Modal WalkMe Components

See the accessibility guidelines for modals.

Popover WalkMe Components

See the accessibility guidelines for popovers.

Tooltip WalkMe Components

See the accessibility guidelines for tooltips.

Buttons

See the accessibility guidelines for buttons.