Solution Engineering

Build Demo Walkthrough Guides

A user gets a ready-to-present demo walkthrough: a click path with screenshots, talk track and steps, delivered as HTML or PDF.

238 tasks
Method

How MeshMesh does it

  1. Checks the steps against a demo org and adds official Salesforce Help guidance.
  2. Re-captures screenshots of the org after changes.
  3. Writes the demo flow script in an Actions | Talk Track | Screenshot format, builds an interactive HTML walkthrough in Salesforce styling, or builds an HTML guide in the standard Lightning UI with breadcrumb navigation paths for each process.
  4. Exports the guide as Markdown, branded HTML and PDF, then publishes it as an artifact.
  5. Flags org-level issues it finds for the user to fix.
  6. Corrects its own claims when the user challenges them. In one case it admitted a license mapping was inferred and found the permission set group and license actually needed.

Related work sits under the Solution Engineering overview.