Did you know that Salesforce now offers a step-by-step guide to creating Record Summary Prompt Templates? This can significantly enhance user experience by providing key information at a glance.
1. Introduction
– Record Summary Prompt Templates are designed to display crucial information succinctly.
– It improves the efficiency and effectiveness of Salesforce users.
2. Setting Up the Template
– Navigate to Setup and type “Prompt” in the Quick Find box.
– Access the In-App Guidance section.
– Choose “Record Summary” as the type of prompt.
3. Defining Audience
– Determine who will see the prompt.
– Use criteria such as user roles, profiles, or permissions.
4. Content Configuration
– Customize the header and body with meaningful content.
– Use merge fields to display dynamic data.
5. Timing and Frequency
– Decide when the prompt appears (e.g., first login, specific record view).
– Control how often the prompt should be shown.
6. Testing and Activation
– Preview the prompt before activation.
– Test with a subset of users to gather feedback.
7. Monitoring and Adjusting
– Utilize Salesforce’s built-in analytics to track prompt performance.
– Adjust based on user interaction and feedback.
Have you discovered that by leveraging Record Summary Prompt Templates, you can streamline workflows and ensure vital information is prominently featured? This guide is an invaluable tool for Salesforce professionals aiming to optimize user interfaces effectively.
You can read it here: https://sfdc.blog/DuBbB
Source from asagarwal(dot)com