In-App Guidance Dashboard
Walkthrough Engagement
By Salesforce Labs
- Rating
- Not rated yet
- Reviews
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- Pricing
- Free
- Listed since
- 2020
About In-App Guidance Dashboard
Customizable walkthrough dashboard to measure engagement
IMPORTANT NOTE: This is one of two dashboard packages for In-App Guidance. This package is for walkthroughs, which are multiple-step guidance. The View Walkthroughs user permission is part of the Walkthroughs permission set license. The myTrailhead subscription includes this feature. For pricing details, contact your Salesforce account executive.
The second dashboard package (http://sfdc.co/prompt-engagement-dashboard) is for single prompts, which are free for all customers without licensing.
Be sure to also check out the Trail Tracker Dashboard package for Trailhead: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EFpAtUAL
Once your org is licensed for walkthroughs, 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.
Highlights
- ✦ Understand how users are engaging with walkthroughs and improve learning experiences. → Measure actions and clicks, see trends and best design practices across walkthroughs, and drill down into detailed information about each walkthrough and user.
- ✦ Easily join user data with walkthrough 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 walkthrough metrics and dashboards from customizable reports that have relevant metrics and formulas built-in.
Screenshots
Image 1 of 8
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