In App Guidance Salesforce

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In App Guidance Salesforce

In-App Guidance is a feature in Salesforce that allows organizations to provide contextual and interactive help and guidance to users directly within the Salesforce application. It enables administrators to create and display custom prompts, walkthroughs, and tooltips to assist users in navigating and using Salesforce effectively. Here’s an overview of In-App Guidance in Salesforce:

  1. Custom Prompts: In-App Guidance allows administrators to create custom prompts that can appear as pop-up notifications or banners within the Salesforce interface. These prompts can provide information, instructions, tips, or reminders to guide users through specific processes or highlight important features.

  2. Walkthroughs: Administrators can create interactive walkthroughs using In-App Guidance. Walkthroughs provide step-by-step instructions, highlighting specific fields, buttons, or areas of the Salesforce application. Users can follow along and complete tasks while receiving guidance.

  3. Tooltips: In-App Guidance enables the creation of tooltips, which are small informational pop-ups associated with specific elements on Salesforce screens. Tooltips can provide additional context, explanations, or tips related to fields, buttons, or other UI components.

  4. Targeted Audience: Administrators can define the audience for In-App Guidance based on user profiles, roles, or other criteria. This allows organizations to deliver personalized guidance to specific user groups or individuals.

  5. Easy Configuration: In-App Guidance can be configured through a point-and-click interface in Salesforce Setup. Administrators can create, edit, and manage prompts, walkthroughs, and tooltips without requiring any coding or development skills.

  6. Performance Metrics: Salesforce provides analytics and reporting on In-App Guidance usage and effectiveness. Administrators can track metrics such as views, click-through rates, and completion rates to measure the impact of the guidance provided and identify areas for improvement.

In-App Guidance in Salesforce helps organizations improve user adoption, reduce training time, and increase user productivity. It enables administrators to deliver relevant and timely information to users, ensuring they have the necessary guidance and support to effectively navigate and utilize Salesforce features and processes.

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