Change Management at Login
By Salesforce Labs
- Rating
- 4.5
- Reviews
- 2
- Pricing
- Free
- Listed since
- 2019
About Change Management at Login
Prepare users for change before work.
Change Management at Login is a simple but powerful flow template that can be used to distribute relevant information and encourage users to try new features. This template is designed for Lightning transitions but certainly can be extended to other types of change management activities. Currently included in the template is
- Logic to determine if user can access Lightning
- Logic to determine current user's Lightning preference
- Method to give user the choice to try Lightning
- Method for user to set a reminder if now is not a good time to try feature
To implement, simply create a login flow referencing this flow for a specific profile. To learn about login flows visit https://help.salesforce.com/articleView?id=security_login_flow.htm&type=5
NEW IN 1.2: Integration with Trail Tracker. Nudge users to complete select assigned badges for change management initiatives.
Highlights
- Ease Lightning transition by providing contextually relevant information depending on user's currently selected preference.
- Let users create a follow up reminder to test out a new feature if they are not ready yet. Distribute information on a particular day of the week to avoid over-communication. Extend to any other types of change management activities.
- NEW IN 1.2: Integration with Trail Tracker. Nudge users to complete select assigned badges for change management initiatives.
Screenshots
Image 1 of 3
Pricing
Free.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on September 18, 2019
- Languages
- English