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In-App Guidance Walkthroughs: Getting Started for Sales Users

By Salesforce Labs

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

Free  

Never requires payment

Business Need
Admin & Developer Tools
Requires
Sales Cloud

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.

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
Lightning Experience

App Details

Version
In-App Guidance Walkthroughs: Getting Started for Sales Users/Summer 2020 1.0.0
Listed On
08/13/2020
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.
1.0.0
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.
08/13/2020

Additional Details

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.

Need help?

Salesforce Labs

San Francisco, CA, USA

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