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Change Management at Login
Prepare users for change before work.
- Requires
- Sales Cloud
Change just got a 'lil bit easier! With Change Management at Login, you will be able to distribute important and relevant information at login before users shift focus to work. This is perfect for any organization embarking on a Lightning transition.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
App Details
- Version
- Change Management at Login/Spring 2020 1.2.0
- Listed On
- 10/16/2019
- Latest Release
- 01/09/2023
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 0Custom Tabs: 0Custom Apps: 0
- Lightning Components
- Global: 1App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Change Management at Login is a simple but powerful flow template that can be used to distribute relevant information and encourage users to try new features. This template is designed for Lightning transitions but certainly can be extended to other types of change management activities. Currently included in the template is * Logic to determine if user can access Lightning * Logic to determine current user's Lightning preference * Method to give user the choice to try Lightning * Method for user to set a reminder if now is not a good time to try feature To implement, simply create a login flow referencing this flow for a specific profile. To learn about login flows visit https://help.salesforce.com/articleView?id=security_login_flow.htm&type=5 NEW IN 1.2: Integration with Trail Tracker. Nudge users to complete select assigned badges for change management initiatives.
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