Salesforce Admin’s Guide to In-App Help Hacks | Salesforce Ben

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Here’s the untapped potential of in-app guidance every Salesforce professional should know.

1. Trend
– In-app guidance is becoming a go-to method for enhancing user experience within Salesforce.
– Organizations increasingly rely on these features to streamline training and boost productivity.

2. Insight
– Salesforce admins can customize in-app prompts to guide users efficiently.
– Effective use can reduce support requests and enhance user satisfaction.

3. Depth
– Personalized prompts require understanding user roles and needs.
– Balancing the frequency and relevance of messages is crucial to avoid overwhelming users.

4. Execution
– Start by mapping user journeys and identify key interaction points.
– Regularly update prompts to align with new processes and system changes.

Leverage in-app guidance to elevate user experience and efficiency within your Salesforce ecosystem.

You can read it here: https://sfdc.blog/gBCTh

Source from salesforceben(dot)com

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