In-App Guidance
Boost Service User Productivity in Lightning Experience
By Salesforce LabsAdmin & Developer Tools
- Rating
- 2.6
- Reviews
- 5
- Pricing
- Free
- Listed since
- 2020
About In-App Guidance
Install prompts to increase user adoption of five key Salesforce features.
Kick-start your own Lightning Experience adoption user engagement journey with prompts that gently suggest that users try out features key to working smarter in Lightning Experience.
As users begin to explore their new workspace, they want actionable, relevant information about productivity-boosting features. What better way to deliver that information than inside the app while they work.
Install the prompts to use as is, or adjust the Permission and Schedule settings for your org’s Lightning Experience rollout strategy. Prompts are active as soon as you install them. You can’t change the prompt location. But you can use our prompts as a starting point to creating your own on different pages and apps.
Have feedback or ideas for prompts that you’d like to see in future packages? Take the conversation to the * Lightning Now! * group on the Trailblazer Community and use the tag #lightninginappguidance.
Highlights
- Introduce your users to favorites, list views, the Chatter profile, Help Menu, and how to find their recent items.
- One set of five prompts for Case (Service Console app) homes each link to helpful resources.
- Edit the prompts to change the Permission or Schedule settings.
Screenshots
Image 1 of 6
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 December 16, 2019
- Languages
- English
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