Dive into the world of Salesforce’s Prompt Builder, a tool that revolutionizes the creation of prompts for enhanced user guidance inside of Salesforce. Discover how Prompt Builder can help improve data quality and user compliance with Salesforce best practices.
1. Simplifying User Guidance
– Create prompts without coding, simplifying the process for admins.
– Enhance user experience by guiding them on what data to enter in fields.
– Easily manage prompts with the ability to activate, deactivate, or delete.
2. Utilizing Prompt Builder
– Accessible through Setup by searching for “In-App Guidance.”
– Customize prompts for specific fields using the ‘Add’ button in the Object Manager.
– Support for both standard and custom objects, expanding its usability across Salesforce.
3. Creating Prompts
– Define the scope of your prompt – decide when and where it appears.
– Use editing tools to add rich text, images, or links, making prompts more engaging.
– Preview functionality to ensure the prompt looks as intended before going live.
4. Managing User Compliance
– Set mandatory fields to ensure critical data is captured.
– Influence user behavior by highlighting best practices and avoiding common errors.
– Track user interactions for audit purposes and to refine future prompts.
5. Data Quality and Productivity
– Improve data quality by providing contextual guidance at the point of data entry.
– Reduce training time and costs by offering real-time, in-app assistance.
– Accelerate user adoption and productivity by making Salesforce easier to use with clear, concise guidance.
By harnessing the power of Prompt Builder, Salesforce professionals can create a more intuitive and compliant user environment, ensuring data integrity and streamlining workflows.
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Source from asagarwal(dot)com