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

By Salesforce Labs

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

Free  

Never requires payment

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Business Need
Admin & Developer Tools
Requires
Sales Cloud

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.

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
Force.com
Developer
Essentials
Additional Requirements
An admin must have Modify All Data or Customize Application permission to manage prompts. Non-admin users must have the Manage Prompts AND Modify Metadata permissions to manage prompts. Not Available for: Chatter External and Chatter Free user licenses

App Details

Version
In-App Guidance: Boost Sales User Productivity in Lightning Experience/Winter '20 1.1.0
Listed On
10/29/2019
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: 0
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.
1.1.0
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.
10/29/2019

Additional Details

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.

Need help?

Salesforce Labs

San Francisco, CA, USA

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