Salesforce: In-App Guidance Single and Walk through Prompt

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  • เผยแพร่เมื่อ 8 ต.ค. 2024
  • In this video, I will be showing you how you could use in-app guidance in salesforce to train your users or make them aware of useful features in your org. Watch in 1.5x speed!
    Docked Prompt-
    Drive feature adoption and help guide users through more complicated tasks. Embed images, videos, and step-by-step directions in a larger-sized prompt that stays available for users.
    Walkthrough-
    Provide guided, in-context training and onboarding on a single page or across multiple pages. Connect up to 10 floating, targeted, or docked prompts in a step-by-step, guided experience.
    Targeted Prompt-
    Highlight a specific element on a page by pointing to the element with an arrow and graying out the rest of the page. Select the specific element that you want to target and position the prompt relative to the element.
    Schedule Frequency-
    You can show the same in-app guidance up to 30 times, with up to 30 days in between. Consider the date range when deciding how many days between each repeat.
    Resources:
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    www.provartest...
    help.salesforc...
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    Check out this awesome blog:
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ความคิดเห็น • 1

  • @Darillo182
    @Darillo182 ปีที่แล้ว

    Very helpful, thank you! You have a very pleasant voice and style of explaining!