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Change Management at Login

Prepare users for change before work.

Free  

Never requires payment

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Requires
Sales Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
Change Management at Login/Spring 2020 1.2.0
Listed On
10/16/2019
Latest Release
01/09/2023
Supported 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
Package Contents
If 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: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/18/2019

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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