I am sure everyone would have encountered this situation where you need some sort of message to pop-up on screen which will guide the user on what needs to be done on a perticular screen. I have even seen scenarios where we have custom build such screens.
Well Salesforce has given a solution to this by introducing In-App Guidance in Summer ’19.
Using In-App Guidance, you can create prompts to train new users, introduce new features/changes in your application, or even prompt about your maintanenance window. Not just that, you can make users do some action on the prompt.
These prompts can be build with your own custom message and title. You can decide where on the screen it should appear and how many times. Also, you can decide whom all should see the prompt.
Let’s see how this work.
Before we start, ensure you have a developer sandbox which is in Summer ’19 release. You can also sign-up for a 30-days trial org with Summer ’19 features by clicking here.
Let’s talk about our scenarios for which we will be creating prompts. Here are our two use cases.
- To guide the users on how to create a new Case on Case Record List page.
- Show a message on Home Screen about Summer ’19 Release.
In this blog we will be building a prompt for the first use case.
First, let’s go to Setup. Type In-App Guidance and Quick Find and click In-App Guidance.
On the screen, click Add Prompt, and then in the next screen, click Open Authoring Bar.
Now if you notice a new tab will be opened with a Promp Authoring bar on top of the page. This is where you will be creating prompts for your screen.
Since we need to create the prompt in Case screen, click Case tab on the screen.
On the Prompt Authoring bar, click Add Prompt. This will be you 2 options to build a prompt as shown below.
Floating Prompt stays in a specific position on the screen until it’s closed, takes action or user navigates away. This will be an apt option for our first prompt to be built.
Let’s choose Floating Prompt and click Next.
Since we want to show the prompt near the New Case button, let’s select Top Center as the position as click Next.
In the Permission Screen, you can select who should view the prompt. Here we can two options
- Everyone – as the name suggests, everyone will see this prompt.
- Specific permissions – users with certain user permissions will be able to see this prompt.
To keep it simple, let’s select Everyone and hit Next.
In the next screen, you will write your content for your prompt.
- Set the Title as Create a New Case
- In Body, please type Start creating a new case by clicking the New button.
- Under button section, set Dismiss Button Label as Close. User will click this button to close the prompt.
- In the same section, you will have one more option to set an Action Button, where you can set the label and URL for the action button. For time being I am not setting any action button here.
Once all information are filled, click Next.
Now set the date range and frequency of the prompt to be displayed in next screen as shown below.
- Set Start Date as today’s date and End Date as a date after a week from now.
- Under Frequency section, set Times to Show as 2 and Days in Between as 1.
You can decide when the prompt should start and end by setting the Date Range.
You can also decide how often the prompt should appear by setting the Frequency.
Click Next to set the details of the prompt.
In this screen, fill the details for the new prompt as follows.
- Set the Prompt Name as New Case Prompt. API name will be auto-populated.
- For Description, please type This prompt will tell users where to create a new Case.
Once filled, click Save & Preview.
Well Done!! You have successfully build a New Case Prompt.
You can edit the prompt again by clicking Edit button on Prompt Authoring tab. If you are satisfield with that you have build, click Done to complete.
Navigate to the Case tab, and you will see the prompt asking to create New Case.
Now if you go back to In-App Guidance page, you can see the details of prompt that you have created. You can edit, preview, delete, reset metrics and deactivate the prompt from here.
In my next blog, I will be showing you how to create a prompt for our second scenario. Till then TA-DA!!!