Onboarding: First-day Salesforce setup
Source · 12 steps
+ 7 more steps…
Record an onboarding flow once. InstaGuide ships the same step-by-step training to every team that needs it — and keeps it accurate as your apps evolve.
10 training docs free forever • No credit card • Works across desktop apps + browsers
Onboarding: First-day Salesforce setup
Source · 12 steps
+ 7 more steps…
New Hires
HR onboarding
Sales Reps
Enablement
Support
Agent training
Customers
Customer education
Partners
Channel enablement
IT Ops
Tool adoption
UI changed in Q2?
Re-capture one step. Every team sees the update instantly.
No re-recording, no slide-deck rewrites, no LMS re-uploads. The maintenance cost is what kills training docs — InstaGuide makes it negligible.
Why training content rots
SaaS UIs evolve. The screenshot from January isn't what the learner sees in July.
Recorded a screencast last quarter? It's already wrong. Slide decks need re-exporting.
Onboarding doc gets written when the role is created. Then the role evolves. Nobody updates it.
Slack threads, half-finished Notion pages, last year's deck — nobody knows which is authoritative.
Built for training scale
10m
Per training module
Capture to published
0
Manual screenshots
Every click captured automatically
1
Step to update
Not the whole module
Real captures
Real workflows, full step-by-step. Click any one to walk through.
Share a Google Doc so a teammate can edit it directly, without making it public.
Configure Gmail to auto-respond while you're away — including who to contact in your absence.
Add an external or internal guest to a calendar event and control what they can do.
Create and apply a default email signature in the web version of Outlook.
Share a OneDrive folder so a teammate can read or edit everything inside it.
Set up a Microsoft Teams meeting and invite people outside your organization.
Works with every application
FAQ
Capture the workflow once, share with every team that needs it. First 10 training docs free.