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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

Admin View of Prompts in In-App Guidance

Image 1 of 6

Admin View of Prompts in In-App Guidance

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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