The prompts can be added to areas of out-of-the-box Salesforce pages and best of all, they’re packagable! So you, our ISV Partners, can begin to provide a tailored learning experience to your customers.
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.
How do I login to my community in Salesforce?
1) Salesforce prompts users for their email address or phone number on your community's login page. 2) Users enter their email address or phone number on the login page. 3) Salesforce sends users a unique verification code to the specified Inbox or phone number.
How do I evaluate the SMS option in Salesforce?
To evaluate the SMS option, contact your Salesforce account representative. Company Information Setup page under Usage-based Entitlements. Here's the process for verifying users identity via passwordless login.
Why would you add prompts?
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 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.
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 learning inside the app Salesforce Answers?
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.
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.
How do I add a prompt in Salesforce?
Inside the builder canvas, navigate to the app and page where you want to add the prompt, and then click Add. You remain in the builder while you navigate. The builder shows information about your page location, other in-app guidance on the page, and your next step.
What are the four key user engagement scenarios in Salesforce?
Introduction. Throughout the Salesforce product ecosystem, we use engagement patterns to onboard, guide, assist, and educate users.
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.
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's the aha moment Salesforce?
This is the moment when a user first recognizes value in your product or solution. You want users to immediately, completely, and clearly understand the value of the new information, to them and their job. Aha moments make the information sticky in a user's mind so they start using it right away.
What is user engagement in Salesforce?
User engagement is the process of onboarding, empowering, assisting, and educating users through in-app guidance. You've probably encountered in-app guidance in Salesforce without even knowing it.
What are the key benefits of lightning apps for your users?
In Lightning Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in one convenient bundle in the navigation bar. Lightning apps let you brand your apps with a custom color and logo. You can even include a utility bar and Lightning page tabs in your Lightning app.
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 are the three types of prompts?
Describe the three types of prompts: floating, targeted, and docked.
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.
Why is it important to monitor user engagement?
When you have a lineup of great prompts and walkthroughs, it’s important to monitor user engagement to see if your content is actually engaging users. Salesforce has made it easy with prebuilt metrics for prompts.
How to set up custom report type in Lightning?
Set up a custom report type using the Prompt Actions object. Add the Step Number, Last Display Date, Last Result (look for the Error valid value), Name, and User: Full Name fields as columns in the report. See Monitor In-App Guidance in Lightning Experience in the Resources for a list of all available fields and links to topics about creating custom reports.
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 does "views" mean in a prompt?
When a prompt is active, view usage metrics on the In-App Guidance Setup page. Views represent the total number of unique users who have seen the prompt. Completes represent the percentage of viewers who have clicked the action button.
What happens if Salesforce package includes custom permissions?
If the package includes a custom permission that isn’t a part of your Salesforce org, the installation fails.
Where are prompt components stored?
Prompt components have the suffix prompt and are stored in the prompts folder.
When orgs install in-app guidance from packages, the in-app guidance will retain publish state as indicated by?
When orgs install in-app guidance from packages, the in-app guidance will retain publish state as indicated by the IsPublished field. For example, if the package prompt is active, it will also be active when installed by the org.
Does Salesforce include custom profiles?
If the package includes a custom profile that isn’t part of a Salesforce org, the in-app guidance is installed, but it doesn't include those custom items. For example, an org installs a prompt with several custom profiles not included in their org. The prompts are installed without those custom profiles.
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 help menu in Salesforce?
The Help Menu is one of the more versatile in-app guidance mechanisms. Use it to help users during onboarding by providing a spot for getting started resources. Or, use it to point users to in-depth reference topics for a deeper understanding of a feature. When you click the question mark in the header, a dropdown menu appears with contextual help chosen by Salesforce and, potentially, your own custom help.
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