Four scenarios illustrate the most common user engagement experiences: Onboarding. Feature discovery and adoption. Help and troubleshooting.
What’s the aha moment Salesforce?
This is the moment when a user first recognizes value in your product or solution. You want users to immediately, completely, and clearly understand the value of the new information, to them and their job. Aha moments make the information sticky in a user’s mind so they start using it right away.
What information defines a resource in the help menu?
This is beneficial to add resources that pertain to your org, like onboarding resources. What information defines a resource in the Help menu?
- Create, name tab, and select object.
- Choose the user profiles for which the tab will be available.
- Choose the apps for which the custom tab will be available.
What are the four key user engagement scenarios answers?
Four scenarios illustrate the most common user engagement experiences:
- Feature discovery and adoption.
- Help and troubleshooting.
- In-app learning and skill growth.
What components can you use for onboarding Salesforce?
The Salesforce platform provides the essential components required for managing customer onboarding: customer integration, customizable reporting, files, collaboration.
Why is aha moment important?
The aha moment is a moment of sudden insight or discovery. In software, it’s the pivotal moment when a new user first realizes the value of your product and why they need it. It’s an emotional moment and can be impactful enough to create a powerful impression that keeps users coming back for more.
What’s the aha moment Salesforce quizlet?
The moment when a character realizes or understands something that until that point he had not known.
How do you write a report to show leads?
Create a report to view converted Leads
- Click the Reports tab.
- Click New Report.
- Click the ( + ) sign next to the Leads folder.
- Select the Leads with converted lead information report type.
- Click Create.
- If desired, drag additional fields onto the ‘Preview’ section.
- Click the Add button.
- Select the Field Filters.
Why would you add prompts quizlet?
Prompts are used to increase the likelihood that a person will engage in the correct behavior at the correct time. When the verbal behavior of another person results in the correct response in presence of the SD, this is a verbal prompt.
What is Salesforce myTrailhead?
myTrailhead is a modern, online Learning Experience Platform that enables organizations to leverage the power of Trailhead, to reinvent learning and enablement at their company – with their brand and content.
What is a kanban view in Salesforce?
Introduction. The Opportunity Kanban is a visual summary of all the opportunities for a particular sales path. By seeing all opportunities at once, sales reps can keep deals moving forward and sales managers can effectively monitor the pipeline and ensure everyone’s staying on course.
What components can you use for on boarding quizlet?
What components can you use for onboarding? –Provide getting started resources the first time that users log in to Lightning Experience. -The Help icon in the header opens a menu of contextual help topics, Trailhead modules, videos, and more items chosen by Salesforce.
What is path settings in Salesforce?
What is Salesforce Path? Salesforce Path is a visualization tool, used on objects, to help guide users along a Path to a final destination. … Tips, links, and best practices are examples of what can be provided in the Path set-up (Salesforce is looking to add more key fields in the future).