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In-App Guidance Dashboard: Walkthrough Engagement

By Salesforce Labs

Customizable walkthrough dashboard to measure engagement

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Free  

Never requires payment

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Requires
Sales Cloud

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)

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

App Details

Version
In-App Guidance Walkthrough Dashboard/Summer 2020 1.6.0
Listed On
07/28/2020
Latest Release
01/09/2023
Supported 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
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.
1.6.0
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.
07/21/2020

Additional Details

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.

Need help?

Salesforce Labs

San Francisco, CA, USA

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