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 Dashboard: Walkthrough Engagement

Customizable walkthrough dashboard to measure engagement

Overview

Improve your In-App Guidance with real-time walkthrough 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 prompt dashboard (see below)

1 of 8

  • ✦ Understand how users are engaging with walkthroughs and improve learning experiences. → Measure actions and clicks, see trends and best design practices across walkthroughs, and drill down into detailed information about each walkthrough and user.

  • ✦ Easily join user data with walkthrough 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 walkthrough metrics and dashboards from customizable reports that have relevant metrics and formulas built-in.

IMPORTANT NOTE: This is one of two dashboard packages for In-App Guidance. This package is for walkthroughs, which are multiple-step guidance. The View Walkthroughs user permission is part of the Walkthroughs permission set license. The myTrailhead subscription includes this feature. For pricing details, contact your Salesforce account executive. The second dashboard package (http://sfdc.co/prompt-engagement-dashboard) is for single prompts, which are free for all customers without licensing. Be sure to also check out the Trail Tracker Dashboard package for Trailhead: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EFpAtUAL Once your org is licensed for walkthroughs, 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.

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

More from Salesforce Labs

  • 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

  • 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

  • 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

  • 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.

  • 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

  • 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

  • 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

  • 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