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@Salesforcedocs #LavaCon
Doc is Dead!
How Walkthroughs
Changed Salesforce’s Content Strategy
Gavin Austin & Lila Giuili
• Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
• This presentation may contain forwar...
Agenda
1. Why Salesforce moved to more interactive content
2. What types of interactive content we’re creating
3. How we c...
Takeaway
If you're not creating interactive content beyond traditional
documentation, you risk losing your customers.
Does this kind of content look familiar?
What do customers need from content?
“Simplify documentation… It has always been far too lengthy
and time-consuming.”
“If ...
Why do we write content?
Increase customer adoption.
Reduce customer cases.
What types of content did we add?
1. Walkthroughs 2. Trailhead 3. Videos
What are walkthroughs?
What do our customers think?
What is Trailhead?
What do our customers think?
What are videos?
What do our customers think?
How did we change our content strategy?
How has the new strategy improved help?
How did we train a large team of writers?
Takeaway
If you're not creating interactive content beyond traditional
documentation, you risk losing your customers.
Thanks and more Q&A!
Contact us:
•Gavin – https://www.linkedin.com/in/gavinaustin
•Lila – https://www.linkedin.com/in/lila...
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Doc is Dead! How Walkthroughs Changed Salesforce's Content Strategy

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A case study on why the Documentation and User Assistance team at Salesforce changed its content strategy to include more forms of interactive content.

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Doc is Dead! How Walkthroughs Changed Salesforce's Content Strategy

  1. 1. @Salesforcedocs #LavaCon Doc is Dead! How Walkthroughs Changed Salesforce’s Content Strategy Gavin Austin & Lila Giuili
  2. 2. • Safe harbor statement under the Private Securities Litigation Reform Act of 1995: • This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. • The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. • Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Safe Harbor
  3. 3. Agenda 1. Why Salesforce moved to more interactive content 2. What types of interactive content we’re creating 3. How we changed our content strategy
  4. 4. Takeaway If you're not creating interactive content beyond traditional documentation, you risk losing your customers.
  5. 5. Does this kind of content look familiar?
  6. 6. What do customers need from content? “Simplify documentation… It has always been far too lengthy and time-consuming.” “If I have to leave a page to do research, I am going away… Having it right in the same place increases productivity.” “There are a lot of videos about what you can do, but they don’t always show how to do it.” “All documentation focuses on how-to, but we usually start off needing to know when-to or why-to.”
  7. 7. Why do we write content? Increase customer adoption. Reduce customer cases.
  8. 8. What types of content did we add? 1. Walkthroughs 2. Trailhead 3. Videos
  9. 9. What are walkthroughs?
  10. 10. What do our customers think?
  11. 11. What is Trailhead?
  12. 12. What do our customers think?
  13. 13. What are videos?
  14. 14. What do our customers think?
  15. 15. How did we change our content strategy?
  16. 16. How has the new strategy improved help?
  17. 17. How did we train a large team of writers?
  18. 18. Takeaway If you're not creating interactive content beyond traditional documentation, you risk losing your customers.
  19. 19. Thanks and more Q&A! Contact us: •Gavin – https://www.linkedin.com/in/gavinaustin •Lila – https://www.linkedin.com/in/lilagiuili

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