Use In-App Guidance to Unlock the Full Potential of Salesforce
How to use In-App Guidance to improve user onboarding, promote best practices, and troubleshoot common problems.
In-App Guidance is a Salesforce feature that allows admins to create interactive prompts and walkthroughs to help users learn how to use Salesforce. These prompts and walkthroughs can be used to onboard new users, train existing users on new features, or provide helpful hints and tips.
Different types of In-App guidance
There are two types of In-App guidance:
Single prompts are short, one-off messages that appear when a user first visits a page or interacts with a particular object. Single prompts can be used to provide a quick overview of a feature, point out a new feature, or remind users of a best practice.
Walkthroughs are more comprehensive guides that walk users through a series of steps. Walkthroughs can be used to onboard new users, train existing users on new features, or provide help with complex tasks.
How to use In-App Guidance
In-App Guidance can be used to improve user adoption in a variety of ways, including:
Onboarding new users: In-App Guidance can significantly improve the onboarding process by offering step-by-step tutorials, tooltips, and guided tours. This way, new users can quickly learn how to navigate the platform, understand its key features, and begin using it efficiently from the start.
Highlighting new features: Salesforce is continually evolving, with new features and enhancements being added regularly. In-App Guidance can play a vital role in introducing these changes to users. By creating pop-up notifications or guided walkthroughs, you can effectively draw attention to new features, explaining how they work and how they benefit users.
Simplifying complex processes: Certain processes within Salesforce can be complex and overwhelming for users, leading to frustration and resistance. With In-App Guidance, you can simplify these workflows by providing real-time assistance and visual cues. Users can receive instructions precisely when they need them, preventing errors and improving their confidence in navigating intricate tasks.
Customizing the user experience: Each user within an organization may have distinct roles, responsibilities, and preferences. In-App Guidance enables you to create personalized walkthroughs based on user profiles. By tailoring the guidance to align with individual requirements, you can enhance user engagement and ensure that each team member gains the most relevant insights and assistance.
Promoting best practices: In-App Guidance can be employed to promote and reinforce best practices within Salesforce. For instance, you can design interactive guides that demonstrate the correct way to log activities, update records, or manage leads. This fosters a culture of consistency and efficiency across the organization, yielding better results and improved data integrity.
Handling errors and troubleshooting: Even the most experienced users can encounter errors or issues while using Salesforce. In-App Guidance can be utilized to troubleshoot common problems and provide quick fixes. By offering immediate assistance, you can prevent users from feeling stuck or helpless, ultimately reducing downtime and enhancing productivity.
Conducting surveys and feedback: Gauging user satisfaction and collecting feedback is crucial for improving the Salesforce experience. In-App Guidance can be employed to present surveys or feedback forms at strategic points within the application. This enables users to provide input effortlessly, giving your organization valuable insights for ongoing improvements.
Conducting training and certification: Salesforce offers certifications for various roles and functionalities. In-App Guidance can be utilized to create interactive training modules and quizzes to help users prepare for certifications. This can significantly boost user expertise and confidence, leading to better adoption rates and overall system efficiency.
In-App Guidance is an indispensable tool in the pursuit of improved user adoption and optimized Salesforce usage. By employing personalized, context-aware, and interactive assistance, businesses can empower their users, simplify complex processes, and drive consistent best practices. From onboarding to training and feature updates to troubleshooting, In-App Guidance is a versatile feature that enhances the Salesforce experience, leading to increased productivity and a more significant return on investment for organizations. So, start leveraging this powerful tool today and take your Salesforce user adoption to new heights!
Additional resources
In-App Guidance Help: https://help.salesforce.com/s/articleView?id=sf.customhelp_lexguid.htm&language=en_US&type=5
In-App Guidance Trailmix: https://trailhead.salesforce.com/users/mkohndemo/trailmixes/getting-started-with-in-app-guidance
How to Use In-App Guidance: https://www.salesforceben.com/salesforce-in-app-guidance/