Salesforce provides two forms of in-app guidance: prompts and walkthroughs. These tools serve various purposes such as facilitating onboarding, encouraging feature adoption and discovery, and enabling deeper learning experiences. A prompt serves as a concise and focused window, guiding users’ attention to a specific feature, update, or call to action. Users observe the prompt, engage with the information or take necessary actions, and continue with their activities. This article presents How to create Prompts in Salesforce Lightning.
How to create a prompt?
• Go to Setup.
• In the Quick Find box, type “in-app,” then choose “In-App Guidance.”
• Click on “Add.” This action opens the In-App Guidance Builder in a new tab.
• From the App Launcher, pick the desired app for setting up guidance.
• Optionally, select a navigation menu item if the prompt is intended for a specific section.
• Click on “Add” in the builder bar (located above the Home page). This action opens a side panel where you can input the prompt’s details.
- Choose Single Prompt.
- Click Next.
- You will be given three options to choose from- Floating Prompt, Targeted Prompt, Docked Prompt.
Floating Prompt
A floating prompt provides a subtle nudging technique to guide users towards a feature or opportunity without being disruptive. It comprises a concise message, an optional image, and a clear call to action through a button, which directs users to a designated URL. Whether adorned with rich text or kept straightforward, floating prompts are versatile for various stages of a walkthrough. Positioned flexibly in nine locations on a page, they offer unobtrusive assistance to users.
You can choose the Prompt location, Prompt position and custom colour for the prompt.
- Type the title and body of the prompt.
- Optionally you can add images or URLs.
- Click Save.
In the In-App Guidance settings, you’ll be directed to complete the following configurations:
- Action: Add an optional button that triggers a link.
- Schedule: Set a date range for when the in-app guidance will appear. Decide whether it should display once or repeat.
- Profile: Specify which users see the in-app guidance based on profiles. You can select a maximum of 10 profiles and permissions.
- Permissions: Specify which users see the in-app guidance based on permissions. You can select a maximum of 10 profiles and permissions.
- Details: Activate your in-app guidance to make it available to users starting from the specified Start Date. When inactive, it remains hidden until activated from the In-App Guidance page in Setup.
Give an appropriate name to the prompt .
Click Save.
Click Create Prompts (salesforce.com) to learn more about Prompts.
We will discuss about Targeted Prompt and Docked Prompt in another article.
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