Slaesforce FAQ

why would you add learning resources inside the salesforce app

by Mr. Wyatt Schuster Published 2 years ago Updated 2 years ago
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Bringing training and learning resources into the Salesforce app ensures help is always right at your users’ fingertips. Even if you have an internal wiki or shared folders, quick links inside the app mean your users spend less time digging around for answers. Salesforce offers a bunch of ways to bring custom help and guidance inside the app.

Learning Objectives
Bringing training and learning resources into the Salesforce app ensures help is always right at your users' fingertips. Even if you have an internal wiki or shared folders, quick links inside the app mean your users spend less time digging around for answers.

Full Answer

Why should you add training and learning resources to your salesforce app?

Bringing training and learning resources into the Salesforce app ensures help is always right at your users’ fingertips. Even if you have an internal wiki or shared folders, quick links inside the app mean your users spend less time digging around for answers. Salesforce offers a bunch of ways to bring custom help and guidance inside the app.

Where can I learn more about Salesforce admin?

Now of course, if you want to learn more about all things Salesforce Admin, go to admin.salesforce.com to find more resources. You can stay up to date with us on social for all things admins.

Does your Salesforce LMS integrate with your learning management system?

Summary: If your organization uses Salesforce, you could be missing out on powerful features by failing to integrate the platform with your Learning Management System (LMS). Not only is integration simple, when done correctly, it will make work easier for admins and users.

What is in-app learning in Salesforce and why should you care?

Learning has always been an important part of being a Salesforce admin, and In-App Learning kicks it up a notch. “We’re bringing that fun Trailhead experience right inside the application where you’re doing your work,” Grace says, and this can also help you train your users by putting the right training in the right place.

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Why would you add learning inside the app?

With In-App Learning with Trailhead, enhance your training program by making learning easily accessible to users right where they work. Admins or designated trainers customize a learning panel by selecting public or myTrailhead modules.

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 is in-app learning in Salesforce?

From In-App Learning, you can assign modules to end users, and they can click into modules and earn badges right from within Salesforce! They no longer need to toggle between Salesforce and Trailhead. Not only will they save time but can also learn content relevant to what they are accomplishing in Salesforce.

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 can you customize when creating a learning item in Salesforce?

When you customize Learning Paths, you can choose whom to assign a learning item to—individuals, public groups, or all users. You can choose whether to associate the learning item with a particular app or page in Salesforce. And you can choose whether to apply a due date to each learning item.

How do I set up an app guidance in Salesforce?

How do I get started using the In-App Guidance Builder?Specify the in-app guidance type, prompt type and position, and content.Review, move, and delete steps in a walkthrough.Edit additional settings such as action button and links, profile, user permissions, schedule, active status, and name details.More items...

What is Salesforce learning path?

Salesforce Learning Paths allow employees to work and learn seamlessly in a single Salesforce environment. They can tap into Trailhead, myTrailhead and external learning resources – including bite-sized videos and gamified quizzes – to learn what is needed, when it is needed.

Why should you take the time to customize the Salesforce Mobile App?

Why should you take the time to customize the Salesforce mobile app? It can significantly improve the experience of mobile users.

What's the aha moment in Salesforce?

The "aha moment" is when a user first realizes value in your product or solution. It usually happens first during onboarding, but can and should reoccur as the user grows and becomes increasingly proficient.

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 is the purpose of multiple choice?

The purpose of a multiple choice item is to measure candidate ability with regard to a specific content area. A multiple choice item has a stem which asks a question, describes data or presents a situation. The responses include a keyed correct response and three or four distractors or foils.

Why would you want to build an ISVforce app instead of an OEM embedded app Mcq?

Why would you want to build an OEM Embedded app instead of an ISVforce app? A. The app's functionality enhances the Sales Cloud, but not Service Cloud.

Learning Paths and the Help Menu

Salesforce Learning Paths bring the power of learning directly into the app, enabling companies to skill up teams as they work in Salesforce.

Choosing the Right Content

The possibilities for in-app learning moments are endless. Here are just a few ideas from the Salesforce community.

Empower your company to go digital fast

With Trailhead’s suite of products and services, you can empower your company to go digital fast and grow your employees’ careers. Regardless of where your company is at, Trailhead provides learning for every stage of your digital transformation.

Announcing Salesforce Learning Paths

Salesforce Learning Paths brings the magic of Trailhead directly into Salesforce — powering just-in-time, personalized, relevant learning for your employees.

Start learning in the flow of work

Head over to the Salesforce Newsroom to learn more about Salesforce Learning Paths.

1. Learnsmarter LMS

Edition Compatibility: Enterprise and up Paid/Free: Starting at $41.25 USD per user per month

2. Litmos LMS

Edition Compatibility: Professional and up Paid/Free: Starting at $6 USD per user per month

3. LearnTrac

LearnTrac is an innovative LMS that aims to inspire engagement and increase uptake of your training offerings.

4. Cornerstone for Salesforce LMS

Edition Compatibility: Enterprise and up Paid/Free: Starting at $3 USD per user per month

5. Impact Learn

Edition Compatibility: Enterprise and up Paid/Free: $12 USD per user per year

6. NetExam LMS

Edition Compatibility: Enterprise and up Paid/Free: One-time fee of $4,000 USD per company

7. Skilljar

Skilljar is an award-winning training platform designed especially to help deliver training to customers.

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