Guideless for Salesforce
Salesforce training that keeps up with every release
Your Salesforce setup is unique, and your training should be too. Click through your team's workflows once, and Guideless turns them into AI-narrated videos and step-by-step guides. Train new users, document custom processes, and update only the steps that change.
Trusted by 3,000+ users, including teams at:
Trailhead teaches Salesforce. Your team needs your Salesforce.
Generic courses show standard objects and default page layouts. Your reps work with custom fields, validation rules, and your own sales process. Guideless captures how your org actually works, so training matches what users see on screen.
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Create Salesforce training without recording
Click through a workflow once. Guideless captures each step, writes the instructions, and adds an AI voiceover.
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Keep training current after every release
When a release or an admin change moves a field or button, update only the steps that changed instead of recording the training again.
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Share training where your team works
Embed guides in your LMS, Notion, or Confluence, or share them as a link in Slack.
Higher adoption, fewer admin questions.
Higher Salesforce user adoption
To update a guide after a Salesforce release
Of admin time saved on how-to questions each month
Based on customer interviews and early adopter feedback
Salesforce training for every team in your org.
Start with the workflows that feed your reports and forecasts, where one wrong field costs the most.
Handle cases, use quick actions, and follow your escalation rules in Service Cloud
Everything you need to create, share, and scale software guides.
AI-powered editor
Keep guides up to date without recreating them. Update only what changed, regenerate AI content and voiceovers, annotate screenshots, blur sensitive information, and translate guides - all from a single editor.
Share beyond your workspace
Share guides with a link, embed them in your help center or website, export them as MP4 or PDF, and organize your team's knowledge in shared workspaces.
Always on brand
Every guide follows the same polished style with consistent layouts, captions, animations, and branding.
42+ languages
Create guides in your team's or customers' language with AI-generated narration and voiceovers.
Measure engagement
See which guides people watch, where they drop off, and how engagement changes over time.
Collaborate
Invite teammates, assign roles, and manage shared workspaces together.
Stay organised
Keep documentation structured with folders, collections, and search.
Integrations
Share guides where work happens with Slack, Notion, Confluence, and more.
Guideless helps teams produce better documentation by making good documentation habits effortless.
Our pace is intense, and Guideless helps us turn knowledge into action.
Frequently asked questions
Does Guideless work with Salesforce?
Yes. Click through any workflow in Salesforce, in Sales Cloud, Service Cloud, or Setup, and Guideless captures it as a narrated video and step-by-step guide.
Does Guideless replace Trailhead?
No. Trailhead teaches Salesforce in general. Guideless trains your users on your org: your custom fields, page layouts, and sales process. Many teams use both.
Can I create training for our custom Salesforce workflows?
Yes. Guideless captures the workflows your team actually follows, including custom fields, page layouts, opportunity stages, and internal processes. Turn them into narrated videos and step-by-step guides tailored to your Salesforce setup.
How do I keep training current after a Salesforce release?
Update only the steps that changed, then regenerate the instructions and narration. You don't need to recreate the whole guide.
Can I keep training private to our org?
Yes. Guides remain private to your workspace unless you choose to share them. Guideless supports SSO and workspace roles to help teams manage access and collaboration.
Can I hide customer data from Salesforce records?
Yes. Use the blur tool to hide account names, contact details, and deal values before you share a guide.
Can I train users in different languages?
Yes. Guideless generates narration and voiceovers in 42+ languages from the same capture, so every region gets the same training in its own language.
Can I export training as a video file?
Yes. On the Pro plan, you can export any guide as an MP4 file. On every plan, you can share it as a link or embed it.