5. Declarative DesignGiven a scenario, determine options for users to access onboarding, support, and learning.

User engagement guides, empowers, assists, and educates users directly within the Salesforce application interface, helping them navigate the platform with ease and efficiency.

These tools help users navigate Salesforce, understand its features, and improve their experience with the platform.

The primary goal of user engagement is to optimize user interaction, productivity, and satisfaction. It ensures users can effectively leverage Salesforce's capabilities to achieve their organizational objectives.

User engagement in Salesforce can be categorized into four key scenarios: Onboarding, Feature Discovery and Adoption, Troubleshooting Help, and Deeper Learning

Guiding new users through setup and basic features for a smooth start.

Introducing new tools, teaching best practices, and promoting the adoption of new features.

Assisting users who face issues and providing solutions to ensure seamless usage.

Helping users understand how to effectively utilize new features and updates in a way that enhances their workflow.

In-depth learning that helps users understand more complex features and functionalities.

User assistance methods where information is proactively presented to users without explicit requests. It anticipates user needs and provides guidance.

Focuses on anticipating user needs by offering help and information before they ask.

Methods such as Welcome Mats, Prompts, Popovers, Walkthroughs, Empty State Messages, and Field-Level Messages that directly present information to users.

Methods that allow users to actively seek help or information when needed.

Users actively initiating the process of seeking help or guidance when needed.

Pull methods are particularly useful when users encounter specific challenges and look for solutions or advice.

A pop-up window that overlays a portion of the user interface, providing additional information or actions.

A tool that provides guided user interactions, often using interactive elements like arrows and highlights.

A notification that appears within a specific field on a Salesforce page, offering contextual help or guidance.

A prompt that appears at the top of a page or window, offering instructions or insights to the user.

A prompt that appears in a designated area of the page, typically at the bottom or side, where it remains visible as the user interacts with the app.

A personalized notification triggered by a Salesforce Flow, providing relevant information at the right time.

An introduction message that welcomes users and provides context about an app or feature.

A tool that displays a list of resources and helpful information, designed to assist users with finding answers, accessing support, or navigating features.

A visual representation that helps users understand data visualizations better.

A visual element that provides information or guidance to users about what to do next or where they are within a process.

Provides a visual workspace for designing interactive prompts and walkthroughs in Salesforce.

A type of prompt in the In-App Guidance Builder that appears on top of a specific element on the screen, like a note on a specific item in Salesforce.

The ability to adjust the appearance and layout of prompts and walkthroughs in the In-App Guidance Builder, including features like positioning, adding images, buttons, and themes.

You can share links to interactive prompts and walkthroughs within Salesforce by using URLs.

The ability to change the color scheme and other aesthetic aspects to match the Salesforce branding or specific user preferences.

Salesforce admins manage who can create, access, and modify In-App guidance features within the platform.

Provides a more structured learning experience within Salesforce, grouping related learning content into pathways.

A curated collection of learning materials designed to guide users through specific knowledge and skills acquisition in Salesforce.

A section within the Guidance Center that presents information from Salesforce sales leaders, sellers, and sales operations experts to improve sales processes and strategies.

Delivering relevant resources and information to users based on their current context within Salesforce.

The ability for users to access and utilize learning resources and information directly within the Salesforce application.