In-App Guidance Dashboard
Prompt Engagement
By Salesforce Labs
- Rating
- 4.5
- Reviews
- 2
- Pricing
- Free
- Listed since
- 2020
About In-App Guidance Dashboard
Customizable prompt dashboard to measure engagement
In-App Guidance prompts are generally available within Salesforce already, and this package offers reports and dashboards to measure engagement with prompts.
Use this dashboard as a template, and customize the reports to fit your organization's needs! See the full documentation with FAQs and how to customize the dashboard and reports here: http://sfdc.co/in-app-guidance-dashboard-faqs.
IMPORTANT NOTE: This is one of two dashboard packages for In-App Guidance. This package is for single prompts which are free for all users. The second dashboard package is for multiple-step walkthroughs: http://sfdc.co/walkthrough-engagement-dashboard.
Highlights
- ✦ Understand how users are engaging with prompts and improve learning experiences. → Measure actions and dismiss clicks, see trends across prompts, and drill down into detailed information about each prompt and user.
- ✦ Easily join user data with prompt data. → Use our pre-built custom report type with user data such as roles and profiles. Customize the report type to join with custom user data so you can segment information in ways most relevant for your org.
- ✦ No need to build from scratch! → Customize our out-of-the-box dashboard, or save time constructing your own prompt metrics and dashboards from customizable reports that have relevant metrics and formulas built-in.
Screenshots
Image 1 of 9
Pricing
Free.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on July 21, 2020
- Languages
- English