Eric Whipple
Articles
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Getting Started
Introduction Now that you're familiar with what WatchMe does, it's time to get it set up in your own Salesforce org. While WatchMe is simple to use, a few configuration steps are required to unlock...
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Install WatchMe Package
Install the Managed Package Beginning is as easy as installing the managed package from the AppExchange or from the installation link provided by the WatchMe team. We recommend installing for Admi...
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Enable Auto-Managed Debug Logs
Introduction After installing and configuring WatchMe to provide User video demonstrations, the next step is to enable on-demand Debug Logs to every WatchMe, further empowering your support teams t...
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Configure User Experience
Configure the Case Page Once again, WatchMe works with any object, but for demonstration purposes, we will use the Case object. First, let's add the "Request WatchMe" button to the actions panel. ...
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Add Assignment Types
Introduction WatchMe recordings are almost always attached to related records so it is as easy as possible for Users and admins to find the video and log content they need, from wherever they are l...
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Welcome to WatchMe
What is WatchMe? WatchMe is a visibility and enablement platform that helps support teams and users work better together, eliminate collaboration delays, and close support Cases in less time. It in...
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Configure Default Notification Teams
Default Teams is part of the platform settings and lets SightLane teams create automatic people notifications for new monitors. This is especially helpful for AutoCapture users (who are dealing wi...
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Safe Practices for Customized Evaluations
Now that we've explored how to implement Transaction Security Policy visibility, it's time to discuss using safe practices. Errors in these processes are somewhat rare but can happen. Knowing how ...
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Configure the SightLane Evaluation Flow
The purpose of the configuration flow in a SightLane Policy Event is to determine whether the details of a standard Transaction Security Event are "of interest" to the organization. For instance, ...
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Transaction Security Policy Troubleshooting
If you find that your Transaction Security Policies are not showing up in SightLane, it may be due to a missing or unaligned piece of the configuration. There are several places where a simple ite...