User Engagement - Create Prompts in Lightning Experience

Podcast

Play an AI-generated podcast conversation about this lesson

Questions and Answers

What is the first step to follow along and practice the steps in this module?

Complete the hands-on challenge

Create a new prompt

Launch a playground and install the app (correct)

Specify trusted URLs for images

Where can you find the instructions to install a package or app in Trailhead Help?

In the On This Page list

In the Trailhead Playground

In the Install a Package or App section on Trailhead Help (correct)

In the Sales Console App

What happens when you select Preview from the row-level action dropdown menu?

The prompt is added to the Sales Console App

The Get Help Anywhere in the App prompt is deleted

The hands-on challenge is completed

A new tab opens to display the prompt (correct)

Why do you need to set Salesforce Help as a trusted location for images?

To link to images stored elsewhere Signup and view all the answers

Where do you specify prompt settings?

When creating a targeted prompt Signup and view all the answers

What is the purpose of adding the Get Help Anywhere in the App prompt to the Sales Console App?

To help console users Signup and view all the answers

What is a prerequisite for adding prompts and walkthroughs to site pages?

Having purchased Enablement and created an Experience Cloud site built with Aura templates Signup and view all the answers

What happens when you launch a Trailhead Playground?

You can install a package or app Signup and view all the answers

Where do you find the Get Help Anywhere in the Console App prompt after creating it?

In the On This Page list Signup and view all the answers

Which page in Setup provides prebuilt metrics for tracking user engagement with prompts and walkthroughs?

In-App Guidance page Signup and view all the answers

What can be added to a custom report to track user engagement with prompts and walkthroughs?

The Step Number, Last Display Date, Last Result, Name, and User: Full Name fields Signup and view all the answers

What is available on the Salesforce AppExchange for prompts and walkthroughs?

Free, customizable reports and dashboards Signup and view all the answers

What can be reviewed to fine-tune the location, position, content, and frequency settings of prompts and walkthroughs?

Prebuilt metrics and custom reports Signup and view all the answers

Why is it important to review metrics for prompts and walkthroughs?

To fine-tune the location, position, content, and frequency settings Signup and view all the answers

What is the primary focus of the next unit in the guidance?

The Guidance Center for onboarding, troubleshooting, and deeper learning scenarios Signup and view all the answers

What is the Guidance Center used for?

Onboarding, troubleshooting, and deeper learning scenarios Signup and view all the answers

Study Notes

Getting Started with Prompts and Walkthroughs

To practice the steps in this module, you need to install an app (package) in your Trailhead Playground.
Follow the instructions to launch a playground and install the app, which is also used for the hands-on challenge.
You can find the app IDs and installation instructions on Trailhead Help.

Working with Prompts

You can create your own prompts or walkthroughs if the installed prompts don't meet your needs.
The Get Help Anywhere in the App prompt is only set up for the Sales app, but you can add it to the Sales Console app.
To add a prompt, navigate to the Sales Console App, specify prompt settings, and target the correct audience.

Using Images in Prompts

You can upload an image file directly into a prompt or link to an image stored elsewhere.
To link to an image, you need to set Salesforce Help as a trusted location for images.

Prompts and Walkthroughs in Experience Cloud Sites

If your company has purchased Enablement and created an Experience Cloud site with Aura templates, you can add prompts and walkthroughs to site pages.
There are specific requirements and considerations for creating prompts and walkthroughs in supported site pages.

Tracking User Engagement

You can track user engagement with prompts and walkthroughs using prebuilt metrics on the In-App Guidance page in Setup.
Set up a custom report type using the Prompt Actions object and add relevant fields as columns.
You can download a Salesforce Labs package of prebuilt, customizable reports and dashboards from the Salesforce AppExchange.

Studying That Suits You

Use AI to generate personalized quizzes and flashcards to suit your learning preferences.

Description

Learn how to set up and launch a Trailhead Playground and install an app for hands-on practice and challenges.