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

Thank you so so so much

Thanks for following up with the helpful guidance!

In my case the solution was an "Continue with Salesforce", not google, linkedin... and even not e-mail.

@Constantin Frischmuth That's wonderful! I was hoping that these tips would be helpful and I am so happy I was able to help you. :)

@Keri Solano Thank's for your advise :) It worked finally.

Great news, friends! I have tips for anyone who finds themselves having the same trouble as I did while trying to install the In-App Guidance for the hands-on portion of the User Engagement module. First, launch the exact Playground you will be using. Get your user credentials *WRITE DOWN/COPY* your username for that Trailhead Playground. Next, change your password. Make sure to also *WRITE DOWN/COPY* your new password, you will need to input your credentials manually, *do not default to your saved passwords* for this. After you have your credentials (username and password) go back to your Trailhead, click the avatar at the top right corner, select "Settings" (again, this is in Trailhead, not the Playground) From settings you should see "Connected Accounts">"Connect". *When logging in make sure to use the "Continue with SALESFORCE" not google, linkedin, etc. Now you will input the login credentials you copied down earlier. From here you should be able to follow the rest of the hands-on activity. Enjoy!

I have the same problem. Without this install, I am unable to complete my User Engagement module on prompts and walkthrough

Same here.... Were you ever able to get it figured out?

I too have same issue to install, although I am connected to salesforce account.. Has anyone found the solution yet ?

I have the same problem.

Hi Yolanda, are you able to share what installation error you are receiving?

Hi Nino, send me an email (eschultz@salesforce.com) and will try to schedule a time we can look through.

As expected, no support was provided as this is a non-supported app on the appexchange.

submitted a case but fyi - I can edit and clone my prompts just fine.

That is the right app. As mentioned, I would submit a case.

Interesting... I only see this app: Sales (standard__LightningSales) Is there something else I need?

Hi Nino, another thought, this package does require the Lightning Sales app. Do you have that in your org?

Hi Nino, you should open a case. That is unusual.

I've checked and I do have the permissions. As system admin, I even created a permission set with those permissions and I still cannot edit or clone or preview the prompts.

Hi Nino, thank you for providing us this feedback. Assigning a cloned prompt to another app or page isn't available yet. You should, however, but able to edit or clone. Please check that you have the appropriate permissions as listed here (https://help.salesforce.com/articleView?id=customhelp_lex_prompt_consider.htm&type=5). To add, edit, and manage prompts if not an admin: Manage Prompts AND Modify Metadata.

Hi there Admin, thank you for letting us know. What you may be experiencing is the cool down period that ensures users do not see too many prompts. Please see this documentation (https://help.salesforce.com/articleView?id=customhelp_lex_prompt_consider.htm&type=5) By default, a 24-hour delay (or cooling off period) between prompts ensures that a user sees only one prompt per day, per app. I have tested against reports and visualforce pages with success. If you can create a prompt, it should show up, no exceptions. You may also want to consider testing the Spring '20 version in a sandbox. You can change the delay or under 'Scheduling' you can set 'Show Immediately'. If you are still having issues, I'd recommend logging a case.