Case Study: Robert Half achieves seamless Salesforce Lightning adoption and real-time on-the-spot coaching with WalkMe

Robert Half leverages WalkMe to ease the transition to becoming Salesforce® Lightning enabled

Robert Half, a global staffing and consulting firm, needed to migrate key Salesforce modules from Classic to Lightning without disrupting productivity or onboarding for thousands of users. With 10,000+ field users across 18 countries, the Learning & Development team faced the challenge of delivering timely, contextual training that wouldn’t pull employees away from client work or overwhelm them with traditional classroom-style change management.

They deployed WalkMe’s Digital Adoption Platform across Classic and Lightning to deliver in‑app guidance—ShoutOuts, Smart Walk‑Thrus, SmartTips and segmentation—so users learn while they work. The result was faster Lightning adoption, fewer “how to” support questions, streamlined self‑service training, real‑time personalized coaching for employees worldwide, and actionable engagement insights that support ongoing digital transformation.

Robert Half

Kim Clark

Senior Manager, Technology Learning Programs