Podcast
Questions and Answers
What is the first step to follow along and practice the steps in this module?
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?
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?
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?
Why do you need to set Salesforce Help as a trusted location for images?
Where do you specify prompt settings?
Where do you specify prompt settings?
What is the purpose of adding the Get Help Anywhere in the App prompt to the Sales Console App?
What is the purpose of adding the Get Help Anywhere in the App prompt to the Sales Console App?
What is a prerequisite for adding prompts and walkthroughs to site pages?
What is a prerequisite for adding prompts and walkthroughs to site pages?
What happens when you launch a Trailhead Playground?
What happens when you launch a Trailhead Playground?
Where do you find the Get Help Anywhere in the Console App prompt after creating it?
Where do you find the Get Help Anywhere in the Console App prompt after creating it?
Which page in Setup provides prebuilt metrics for tracking user engagement with prompts and walkthroughs?
Which page in Setup provides prebuilt metrics for tracking user engagement with prompts and walkthroughs?
What can be added to a custom report to track user engagement with prompts and walkthroughs?
What can be added to a custom report to track user engagement with prompts and walkthroughs?
What is available on the Salesforce AppExchange for prompts and walkthroughs?
What is available on the Salesforce AppExchange for prompts and walkthroughs?
What can be reviewed to fine-tune the location, position, content, and frequency settings of prompts and walkthroughs?
What can be reviewed to fine-tune the location, position, content, and frequency settings of prompts and walkthroughs?
Why is it important to review metrics for prompts and walkthroughs?
Why is it important to review metrics for prompts and walkthroughs?
What is the primary focus of the next unit in the guidance?
What is the primary focus of the next unit in the guidance?
What is the Guidance Center used for?
What is the Guidance Center used for?
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.
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Description
Learn how to set up and launch a Trailhead Playground and install an app for hands-on practice and challenges.
