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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.

Highlights

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.

Provider Details

Salesforce Labs
San Francisco, CA, USA

Salesforce Labs is a program that lets salesforce.com engineers, professional services staff & other employees share AppExchange apps they've created with the customer community. Inspired by employees' work with customers of all sizes and industries, these apps range from simple utilities to entire vertical solutions. Salesforce Labs apps are free to use, but are not official salesforce.com products, and should be considered community projects - these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards - salesforce.com support is not available for these applications. Questions? Please visit https://success.salesforce.com/answers.

Pricing Details

Free

You can fully use this solution without payment.

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