Getting Started With Salesforce’s In-App Guidance

In today’s fast-paced and dynamic business environment, providing effective guidance and support to users within your Salesforce org has become more crucial than ever. This is where Salesforce’s In-App Guidance feature comes into play, empowering admins and users to create prompts and walkthroughs that provide on-the-spot assistance and illuminate key features.

Understanding In-App Guidance

Salesforce’s In-App Guidance feature allows you to create various types of interactive, on-screen messages that guide users, provide important information, and highlight specific elements of their Salesforce experience. These can include prompts, which are standalone messages, and walkthroughs, which are a series of connected prompts forming a guided tour. 

The Benefits of In-App Guidance

1. Enhanced User Onboarding: With In-App Guidance, you can create personalized, step-by-step directions that help new users navigate and familiarize themselves with the platform more quickly and efficiently.

2. Improved Feature Adoption: By proactively showcasing new features or updates, you can encourage users to explore and embrace functionality they may have otherwise overlooked.

3. Contextual Support: In-App Guidance prompts can be triggered based on specific actions or conditions, making assistance more relevant to the user’s current context.

4. Reduced Support Queries: By providing self-service support through in-app walkthroughs, you can reduce the burden on your help desk or support team.

Applying In-App Guidance in the Real World

To illustrate the power of In-App Guidance, let’s consider a hypothetical scenario. Imagine you’re a sales manager in a rapidly growing organization that has recently implemented Salesforce. As the company scales, new hires are joining the sales team at a rapid pace. With limited time for extensive training, you need a solution that can onboard these new sales reps quickly and effectively.

In this scenario, you can leverage In-App Guidance to create a walkthrough that introduces new reps to the key features and processes within the Salesforce Sales Cloud. This walkthrough could include prompts guiding them through lead management, opportunity tracking, and pipeline reporting, helping them get up to speed in no time.

Key Takeaways

In-App Guidance is a powerful tool that can revolutionize the way you support and enable your Salesforce users. Whether you’re an admin seeking to optimize user onboarding or a sales manager looking to drive feature adoption, incorporating In-App Guidance into your strategy can yield significant benefits. For more information on how to implement In-App Guidance, check out this Trailhead module from Salesforce.  And, as always, feel free to reach out to SOLVD to learn more about this feature and our consulting services

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