Help Tips

In-app guidance, exactly where work happens

Help Tips is a 100% Salesforce-native digital adoption platform. Deliver contextual, real-time coaching inside Salesforce — reaching employees in the most relevant moment, with the most relevant information.

Help Tips · Lightning App
Help Tips Adoption Live
TitleLogging a call
WhereOpportunity page
TriggerOn field focus
AudienceSales team
Publish tip
How it works

Create guidance, place it, and watch adoption rise

1 Create

Compose tips, walkthroughs, and coaching right inside Salesforce with the Help Tips Lightning app — no external systems needed.

2 Place

Target guidance to the exact page, field, and audience — including across Salesforce Communities — so it shows up at the moment of need.

3 Adopt

Employees get the right help in context, so they engage with your tools, work confidently, and reach out for support less.

Why Help Tips

Turn technology into an advantage, not an obstacle

Contextual coaching

Reach employees in the most relevant moment with the most relevant information — guidance that appears right where they work.

Train to competency

Assisted, in-app training that builds real proficiency instead of one-off classroom sessions people forget.

Drive digital adoption

Increase the value of your digital investments by getting employees to actually engage with your software tools.

Reduce support load

Intelligent, in-the-moment guidance answers questions before they become support tickets — improving the user experience.

Works in Communities

Deliver the same contextual help across Salesforce Communities, accessible from any browser, anywhere.

100% native

Runs entirely on the Salesforce platform. No separate systems, no data leaving your org.

100%
Salesforce-native — your data never leaves Salesforce
0
separate systems for employees to learn
1
Lightning app to author every tip

Make your software the easy part

Start a free trial from the AppExchange, or request a demo to see Help Tips guide your team in context.