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In-App Guidance Dashboard: Prompt Engagement

Customizable prompt dashboard to measure engagement

Overview

Improve your In-App Guidance with real-time prompt insights. Ensure success with pre-built engagement metrics. See which users and profiles are engaging most, evaluate trends, and empower learning! We also offer a walkthrough dashboard (see below)

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  • ✦ Understand how users are engaging with prompts and improve learning experiences. → Measure actions and dismiss clicks, see trends across prompts, and drill down into detailed information about each prompt and user.

  • ✦ Easily join user data with prompt data. → Use our pre-built custom report type with user data such as roles and profiles. Customize the report type to join with custom user data so you can segment information in ways most relevant for your org.

  • ✦ No need to build from scratch! → Customize our out-of-the-box dashboard, or save time constructing your own prompt metrics and dashboards from customizable reports that have relevant metrics and formulas built-in.

In-App Guidance prompts are generally available within Salesforce already, and this package offers reports and dashboards to measure engagement with prompts. Use this dashboard as a template, and customize the reports to fit your organization's needs! See the full documentation with FAQs and how to customize the dashboard and reports here: http://sfdc.co/in-app-guidance-dashboard-faqs. IMPORTANT NOTE: This is one of two dashboard packages for In-App Guidance. This package is for single prompts which are free for all users. The second dashboard package is for multiple-step walkthroughs: http://sfdc.co/walkthrough-engagement-dashboard.

Categories

Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code

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