The Docked prompt stays in the bottom right of the screen and can be minimised and maximised by the user, making it ideal for more guided, step-by-step instruction. It’s not currently possible to point a prompt to a particular component or menu within Salesforce.
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 connected and docked prompts?
Connect a targeted prompt to a specific page element to show your users exactly what you’re referring to. Docked prompts are great when users need to refer to content while exploring a feature on their own.
What is the difference between a floating and docked prompt?
Docked prompts are great when users need to refer to content while exploring a feature on their own. Unlike the floating prompt, the docked prompt stays in place while the user navigates through the app. You want to include short, step-by-step instructions that the user can consult while they work.
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.
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.
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 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 are Salesforce prompts?
For record pages, you can't add a prompt to a specific record. Instead, a prompt is added to a record page type. The prompt takes users to a record they have access to. If a new or clone record page has multiple record types, you can choose if you want in-app guidance to appear for all or only a specific record type.
What are the benefits of a docked prompt in Salesforce quizlet?
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.
What are the different types of prompts?
9 Types of promptsGestural prompt. A Gestural Prompt can include pointing, nodding or any other type of action the learner can watch his teacher do. ... Full physical prompt. ... Partial physical prompt. ... Full verbal prompt. ... Partial verbal prompt or phonemic prompt. ... Textual or written prompt. ... Visual prompt. ... Auditory prompt.More items...•
What are the benefits of a docked prompt Mcq?
Docked prompts are great when users need to refer to content while exploring a feature on their own. Unlike the floating prompt, the docked prompt stays in place while the user navigates through the app. You want to include short, step-by-step instructions that the user can consult while they work.
What's the difference between the message and the purpose?
2What's the difference between the message and the purpose? A. The purpose is what you say to the user; the message is why you say it.
What is lightning guided engagement Salesforce?
Lightning Guided Engagement walks your agents through your business processes right inside the console and is now generally available! Different flows can be set up for each channel so that you are tailoring your actions based on how the customer contacts you.
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 Salesforce walkthroughs?
0:003:57Create Walkthroughs in Lightning Experience | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipThe in-app guidance builder opens a new tab. This is your home base to add preview. And editMoreThe in-app guidance builder opens a new tab. This is your home base to add preview. And edit walkthroughs it tells you what page you're on any other in-app guidance on the page and what to do next.
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.
In-App Guidance: Targeted Prompts
In-App Guidance allows us to create targeted prompts for users. This has many use cases. For example, helping adoption and signposting changes.
In-App Guidance: 3 Free Walkthroughs
Alongside Targeted Prompts, Summer ’21 provides the ability to use three Walkthroughs for free in relevant editions. Click here for more information .
Additional In-App Guidance Updates in Summer '21
Users now only need ‘Manage Prompts’ to author Prompts and Walkthroughs. Modify Metadata is no longer required. This helps to delegate day-to-day management of this feature to non-admin users.
Further Advice
For In-App Guidance Best practices, please refer to this article. It contains information on the different types of Prompts, as well as advise on the different options available. Further considerations are available here .
Summary
In-App Guidance provides targeted information, when it is needed. This is invaluable for user adoption.
Bonus Penguin Fact
Ever wondered why Penguins have their distinctive black and white plumage? It is an evolutionary tactic called countershading. In short, they make great camouflage!