Salesforce®

Assima for Salesforce® helps you onboard users in record time, increase data quality, and reduce training costs.

Maximize ROI on your Salesforce investment

From banks to hospitals, retailers to manufacturers, Assima helps companies drive user adoption at scale, onboard employees faster, increase productivity, and stay one step ahead of application updates.

Benefits of Assima for Salesforce:

– Increase end-user adoption for new processes
– Enforce business rules and best practices
– Instantly validate critical inputs
– Maintain content exponentially faster than screenshot-based tools
– Lower training costs by replacing your sandbox

– Keep users up to date on changes in regulations, compliance, process – at the point of need
– Replace sensitive data with risk-free data
– Localize training in multiple languages from one single source
– Auto-generate process documentation

Frequently Asked Questions

I have several months to migrate to the latest Salesforce version. Does Assima still “work” when Salesforce has upgraded to a newer version?
Absolutely, our implementation and support teams closely investigate any potential impact and our solution fully supports any changes that might come.
We have created our own Salesforce functionality (forms, workflows, etc) and added custom fields. Does Assima support these out of the box?
Yes, with no additional investment. Our solutions let you capture these functionalities and create interactive simulations straight out of the box.

Explore our solutions

Patented Authoring Tool

Create high-impact training in record-time

Employee onboarding

Onboard faster with interactive simulations

Frequent software updates

Stay one step ahead of the pace of change

Software rollout

Enhance your training with a Digital Adoption Platform

Performance Support

Enhance your training with a digital assistant

Digital Transformation

Unlock the full potential of your enterprise applications

Disclaimer: Use of any Salesforce® trademark on this page does not suggest or indicate a recommendation, an endorsement or a business relationship between Assima and Salesforce. The trademarks and product names of Salesforce, including the mark Salesforce®, are the property of Salesforce.

Find out how Assima delivers impact fast – see it in action.

Resources

Frequently Asked Questions

Let’s Answer Some of Your Questions.

Assima captures the Salesforce interface at the object level, turning every screen into a fully interactive simulation where users click, navigate, and enter data as they would in the real system. Unlike screenshot-based tools or recorded walkthroughs, Assima simulations respond to user inputs, support exploratory navigation, and can be updated instantly when Salesforce layouts or custom configurations change.

When Salesforce is upgraded or a new cloud product is rolled out, reskilling the existing user base is often more complex than the initial rollout. Assima supports this by: 

  • Allowing L&D teams to build simulations for new Salesforce functionality before it reaches users 
  • Delivering role-based reskilling journeys so each team only trains on workflows relevant to their job 
  • Updating existing simulations to reflect new Salesforce layouts using bulk recapture, not full rebuilds 
  • Tracking which users have completed reskilling content and where additional support is needed 
  • Supporting in-app notifications through Assima Assist to alert users to changed processes at the point of need 
Yes. Assima captures and simulates custom Salesforce forms, workflows, and fields out of the box with no additional investment or development work required.
Yes. Assima can maintain training simulations for multiple versions of Salesforce at the same time. This is particularly valuable during phased migrations or org consolidations, where different user groups are operating on different versions of the platform. L&D teams can manage all versions from the same authoring environment without separate projects or toolsets.
Yes. Assima's implementation and support teams monitor every Salesforce release and ensure full compatibility, so existing simulations and in-app guidance continue to work after any upgrade.