Loom is a tool for recording quick videos of your screen and camera. While there are multiple options for Salesforce in-app guidance, most come at a cost and require planning (and time) to implement properly. This isn’t necessarily a negative, but the nature of in-app guidance can be ‘sticky’ to a particular Salesforce feature or include a step-by-step process that users need to complete. Loom, on the other hand, is a great option for creating ad-hoc guidance, especially when more flexibility is required.
People like seeing a face on screen – it’s both engaging and reassuring – or a talk track that adds a personalized touch to the issues they are encountering. For Salesforce Admins, Consultants, or anyone else looking after users, Loom is an essential addition to the toolbox. What’s more, you can start using Loom for free.
Loom’s Top Features
- Simple video and screen recording interface that can be paused and resumed, as well as sections cropped.
- Launch Loom Video in any browser window using the Chrome extension.
- “Control the record” allows you to choose if it’s screen only or includes camera and microphone recording as well.
- Turn on notifications to see when your video has been watched and interacted with.
- Viewers can toggle the transcript on/off.
- Share videos via the auto-generated link or download video files to upload them elsewhere.
You can see some examples of Loom recordings here.
In fact, you could combine Loom and other in-app guidance options as a handy way to record your face and screen, and embed the recording – fast.
How Salesforce Admins Can Use Loom
User adoption is on every Salesforce Admin’s mind, and often low adoption is a challenge they must solve. This, paired with the speed expected to make changes and enable new features (which come fast and furious through the Salesforce roadmap), requires a two-pronged spear. Loom can alleviate the friction between users and their CRM platform by allowing admins and consultants to:
- Communicate Salesforce changes widely with a quick, personable “async video” – the video becomes living documentation for users to access on demand, avoiding the mess and time-suck of scheduling live sessions across multiple teams and time zones. Consider linking videos in internal email communication.
- Build your org’s documentation (no one’s favorite job!) by adding videos to enhance your company-wide wiki or in-app guidance. We’re currently evaluating Notion internally for our resource hub.
- Help users troubleshoot specific issues. Answer queries with a recording to avoid the back-and-forth of troubleshooting – it’s nice to get everyone on the same page!
You can see my Loom workspace below. I use it for a mix of company internal training and for showing off features in our AppAssessor overviews.
In case you hadn’t gathered, recording with Loom is so easy. There’s little risk in giving Loom a spin – it’s free for the first 25 videos.
53% of customers say that using Loom Video helps them to complete their work faster. Personally, I think it’s a game-changer for Salesforce Admins – those I’ve recommended to love it and use it all the time.