AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

In-App Guidance Walkthroughs: Getting Started for Sales Users

Test out generally available In-App Guidance with premade walkthroughs.

Overview

We used the generally available In-App Guidance feature to create this package of four example walkthroughs. Provide your new sales users with interactive training that complements the Lightning Experience for Salesforce Classic Users Trailhead module.

1 of 5

  • The four walkthroughs cover the basics, navigation, list views, and records.

  • Each walkthrough provides helpful resources, such as videos.

  • Edit the schedule, profiles, permission, and status settings. Or, clone the walkthrough to make more changes.

In Summer ‘20, Salesforce made walkthroughs available. This package uses that feature to create example walkthroughs. To see walkthroughs, users need a license from the myTrailhead subscription. For pricing details, contact your Salesforce account executive. See the Start Walkthrough Trial button on the In-App Guidance Setup page to start a 30-day free trial. Whether you’re transitioning your sales team from Salesforce Classic to Lightning Experience or onboarding users for the first time, this set of walkthroughs helps users identify key features to help them get up and running quickly. Introduce users to the basics: the Help Menu, profile and personal settings, and favorites Help users quickly get to the records that matter the most to them with the App Launcher and navigation bar Guide users through creating, editing, and consuming data from lists Train users on the most efficient way to work with records See the Customization Guides section for links to product documentation, including how to clone and customize walkthroughs. Look for a PDF of all the walkthrough copy and tips for customization on this listing page.

Categories

Business Needs
Admin & Developer Tools
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

More from Salesforce Labs

  • Procurement
    by Salesforce Labs
    Procurement for AppExchange enables companies to standardize purchase requests, streamline purchasing processes, and gather data to support requests for preferred pricing from vendors.
    Finance

  • Einstein Intent Assessor
    by Salesforce Labs
    This Einstein Analytics template helps you visualize the accuracy of you Einstein Language Intent Models. You can quickly identify specific labels and utterances your model is struggling to classify.
    Admin & Developer Tools

  • Marketing Cloud Engagement Journeys for Salesforce
    by Salesforce Labs
    View the journey a contact, lead, case, or account is in, directly from Marketing Cloud Engagement. Give visibility to your entire company on how your customers are being contacted and make the right decision at the right time
    Marketing

  • Issue Box
    by Salesforce Labs
    Issue Box allows users to report issues along with critical session details. The user will add additional details about the error and, once saved, a Chatter alert will be sent to the admin.

  • Charity Commission Search
    by Salesforce Labs
    A simple flow to allow users to query the Charity Commission API and update their Account details with information found there. In addition a hyperlink on Account will then that the user to the relevant page on the Charity Commissions website.

  • Analytics Adoption Metadata
    by Salesforce Labs
    Analytics assets linkage Dataset metadata Row counts in datasets
    Analytics

  • Multi-Org Security Summary
    by Salesforce Labs
    Analyze and manage security across all of your Salesforce Orgs. Multi-Org Security Summary gives you the ability to manage and support security settings across multiple environments natively on Salesforce.
    IT Management

  • Checklist Manager
    by Salesforce Labs
    Checklist manager is a lightning component which is used to show a checklist (to-do list) of action items on any object record page.
    Feeds

  • Quick Add Junction Records
    by Salesforce Labs
    Users can add multiple records in one go to any Junction object with this component given that there is a junction object connecting two objects with a Master-detail relationship.
    Admin & Developer Tools

  • Recruiting Manager
    by Salesforce Labs
    Recruiting Manager for AppExchange offers a structured, consolidated way to track and manage the recruiting process, so organizations have easy access to information about openings, applicants, candidates, and hiring goals.
    Human Resources