The menu starts by giving us the option to “Add Prompt” and use the Authoring Bar to create and edit them. The Authoring Bar can be thought of as the “Lightning App Builder for prompts”; it allows us to navigate our apps and pages, to find the right home for our prompt.
What is a prompt in Salesforce?
A prompt is a single, small pop-up window that directs users’ attention to a feature, update, or call to action. The user notices the prompt, ingests the information or takes action, and moves on with their day.
What are some examples of prompts in Salesforce lightning experience?
Here are some examples of the different types of prompts. If you want some other examples of prompts, consider installing the In-App Guidance: Boost Sales User Productivity in Lightning Experience or In-App Guidance: Boost Service User Productivity in Lightning Experience managed package from Salesforce.
What is an example of a prompt component?
The following is an example of a Prompt component. The following is an example package.xml that references the previous definition. This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.
How do I install trailhead playground in Salesforce?
On the Salesforce login screen that appears, enter the username and password for your Trailhead Playground, then click Log In. Select Install in Production. Agree to the terms and click Confirm and Install.
What are prompts in Salesforce?
Prompts alert users to system-related issues and updates. Note: If you're a partner building an app that appears within Salesforce, don't use this component.
How do I create a targeted prompt in Salesforce?
How: From Setup in Lightning Experience, in the Quick Find box, enter In-App Guidance , and then select In-App Guidance. As you create a prompt, click Targeted Prompts in the Prompt Type area (1). The targeted prompt points to the page element you select (2) so that your users can benefit from more directed guidance.
Why would you add prompts answer?
Prompts are used to increase the likelihood that a person will engage in the correct behavior at the correct time. When the verbal behavior of another person results in the correct response in presence of the SD, this is a verbal prompt. It is when you say something that helps the person engage in the correct behavior.
What are floating prompts?
If the selected custom position for the prompt doesn't completely appear on the user's page or is too close to the edge, the prompt defaults to another position. Also, if the element is no longer on the page, the targeted prompt switches to a floating prompt.
What are the four key user engagement scenarios?
Four scenarios illustrate the most common user engagement experiences:Onboarding.Feature discovery and adoption.Help and troubleshooting.In-app learning and skill growth.
What is walkthrough in Salesforce?
Salesforce Walkthroughs is a new feature for Summer '20 which allows myTrailhead customers to create a series of upto 10 connected prompts to direct users around Salesforce.
What are examples of prompts?
Gestural prompts may include pointing or touching an object (e.g. pointing to the car on the “road”). A physical prompt includes physically guiding or touching the toddler to help him/her use the target behavior or skill (e.g. tapping a toddler's hand which is already on the toy car to cue him to push the car).
Why would you add prompt in Salesforce?
A prompt is a single, small pop-up window that directs users' attention to a feature, update, or call to action. The user notices the prompt, ingests the information or takes action, and moves on with their day.
What guidelines should be used with prompting?
When using prompting procedures, the cue should be consistent so that learners know exactly when they are supposed to do something. The reinforcement and feedback provided after a learner's response are critical components for teaching the target skill.
What is a prompting question?
Prompting questions are usually narrow, leading or closed questions. These might be examples of prompting questions: “So the annual data would be found in which report?” “Given you record the documents in the system as they are received, where might you go to research what information is available?”
When should a floating prompt be used?
A Docked prompt is ideal for step-by-step instructions and accepts 4000 characters. A Floating prompt is best for pointing out screen elements and accepts only 120 characters.
What is Inapp guidance in Salesforce?
What Is In-App Guidance In Salesforce? In-App Guidance is a new platform tool that allows administrators to build and personalize prompts for training and onboarding users where and when they need assistance.
File Suffix and Directory Location
Prompt components have the suffix prompt and are stored in the prompts folder.
Special Access Rules
Admins have access to add or edit prompts and walkthroughs. For non-admin users, assign the Manage Prompts user permission. Everyone can see the In-App Guidance setup page. To show more than three walkthroughs to users, use the View Walkthroughs user permission, which is part of the Walkthroughs permission set license.
Packaging Prompts and Walkthroughs
See Creating Managed Packages in Salesforce Help for more information.
PromptVersion
A list of in-app guidance entries. Each entry represents a different prompt or walkthrough.
UiFormulaRule
A set of one or more filters that define the conditions under which a prompt displays on a Lightning page.
UiFormulaCriterion
A single filter that, when evaluated, helps define visibility on a Lightning page.
Wildcard Support in the Manifest File
This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.
What is a prompt in a website?
A prompt is a single, small pop-up window that directs users’ attention to a feature, update, or call to action. The user notices the prompt, ingests the information or takes action, and moves on with their day.
What is floating prompt?
Floating prompts are a nonintrusive way to nudge users toward a feature or opportunity. There’s no extra fluff here. Just a short and sweet message, an optional image, and a call to action in the form of a button that opens a URL of your choice. They're also ideal for most steps of a walkthrough.
What is docked prompt?
Docked prompts are great when users need to refer to content while exploring a feature on their own. Unlike the floating and targeted prompts, the docked prompt stays in place while the user navigates through the app. Use a docked prompt for content that you want to remain on screen, such as step-by-step instructions or an image or short video that users can follow while learning how to complete a task in the app. Consider using a docked prompt to display next steps or takeaways in the last step of a walkthrough.
