In-App Guidance Walkthroughs from Salesforce Labs

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🧐 Did you know that you can now quickly guide your end users as they adopt change and new features where and when they need it most while in the flow of work? Predefined walkthroughs are the fast and low code way to support change management and adoption within your org.

In this video you will learn:

  • Where to find predefined walkthroughs
  • How to review a walkthrough
  • How to modify the settings of the walkthrough

Resources

Check out this blog Drive Adoption and Boost Productivity with In-App Guidance
Listen to the podcast β€œIn-App Guidance with Tim Dubois”
Subscribe to the Salesforce Admins channel!

More Tips & Tricks

Video: Drive User Adoption with In-App Guidance
Video: Enable Case Merge to Support Cleaner Data in Your Org
Video: Use Flow Builder to Create Roll-Up Summary Fields

Check out all our β€œπŸ§ Did You Know” videos in one handy playlist!

Enable Case Merge to Support Cleaner Data in Your Org

Did you know 🧐 with the Spring ’20 Release, Admins can now empower their end-users to merge cases? This will help your Customer Service agents consolidate duplicate cases. It will also support clean data and accurate case history about your clients. In this video you will learn: How to enable case merge in your org […]

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