Imagine this: You’re a new hire at a company that uses Salesforce to manage its sales and marketing operations. You’re excited to dive in and start contributing to the team, but as you open Salesforce, you’re greeted with a complex, overwhelming interface that you’re not sure how to navigate. You feel lost and frustrated, unsure of where to begin.
This is where In-App Guidance comes in. With In-App Guidance, you can receive personalized, contextual guidance that walks you through each step of your tasks and helps you learn new features, all while you work within Salesforce. No more switching back and forth between training materials and Salesforce. It’s like having a personal guide that shows you the way. In this story, In-App Guidance is the hero that saves the day for our new hire, helping them feel confident and productive from day one.
What is In-App Guidance?
The In-App Guidance feature in Salesforce empowers users to create bespoke prompts, walkthroughs, and tips within the platform’s user interface. These instructional elements take the form of pop-up windows that may include images, links, and textual guidance, providing a structured, step-by-step approach to completing specific tasks or workflows. By leveraging the In-App Guidance feature, users receive comprehensive support, improving their proficiency in navigating new features and executing tasks efficiently.
How to Create In-App Guidance in Salesforce?
Generating In-App Guidance in Salesforce is a user-friendly process that can be quickly completed. Below are the key steps to keep in mind:
Step 1:
Navigate to the In-App Guidance Setup page in Salesforce. This can be accessed by going to Setup > User Engagement > In-App Guidance.
Step 2:
To create a new prompt or walkthrough, begin by clicking on the “Add” button. On the subsequent page, choose the type of prompt you wish to create and click the ‘Next’ button.
Step 3:
Choose the prompt type that defines how it should be displayed to users on page load and the application on which it should be active, such as the sales app.
Step 4:
In the “Content” section, you can create your guidance using a combination of text, images, and videos. Design your prompt or walkthrough using the In-App Guidance editor.
Step 5:
After clicking the save button, it will direct to In-App Guidance settings. Fill the Action Button Label and Action Button URL.
Step 6:
Select the desired schedule and frequency for your prompt or walkthrough, such as when a user logs in for the first time or navigates to a specific page.
Step 7:
In the “Target Audience” section, select the profiles or permission sets that should see this guidance. Choose the audience for your prompt or walkthrough.
Step 8:
Save and activate your prompt or walkthrough. Once you have completed all of the necessary steps, save your prompt or walkthrough and activate it to make it visible to your target audience.
Discover the Magic of In-App Guidance in Salesforce
In-App Guidance can offer a range of benefits to users and organizations using Salesforce, including:
Improved User Productivity – In-App Guidance provides users with step-by-step instructions to complete tasks, making it faster and more efficient for users to navigate and use the Salesforce platform.
Reduced Training Costs – In-App Guidance can be used as a training tool for new users or for users who need additional assistance with specific tasks, reducing the need for formal training programs and associated costs.
Increased User Adoption – In-App Guidance can help users feel more comfortable and confident in using Salesforce, leading to increased adoption rates and better utilization of the platform.
To wrap things up.
Salesforce’s In-App Guidance feature is a valuable tool that offers tailored prompts, guided walkthroughs, and helpful tips to assist users in completing specific tasks or workflows. By following the instructions provided earlier, you can easily create your own In-App Guidance in Salesforce, resulting in greater user productivity, minimized training expenses, and heightened adoption of the platform.
