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In-App Guidance: Boost Sales User Productivity in Lightning Experience

Install prompts to increase user adoption of five key Salesforce features.

Overview

Salesforce asked the Trailblazer Community for a wishlist of In-App Guidance prompts to drive adoption of time-saving features in Lightning Experience. We used the generally available In-App Guidance feature, to create this package of five prompts.

1 of 6

  • Introduce your users to favorites, list views, the Chatter profile, Help Menu, and how to find their recent items.

  • Five prompts for the Account (Sales app) home each link to helpful resources.

  • Edit the prompts to change the Permission or Schedule settings.

In Winter ‘20 Salesforce made In-App Guidance generally available. This package uses that feature to create a prompt package. Kick-start your own Lighting 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.

Categories

Business Needs
Admin & Developer Tools
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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