🧐 Did you know that you can now support your end-users as they adopt change and new features where and when they need it most while in the flow of work? Walkthroughs are the low code way to support change management and adoption within your org. In this video you will learn: How to use In-App Guidance Builder How to create a walkthrough How to preview your walkthrough … [Read more...] about In-App Guidance Walkthroughs: Guide Your End Users Through Change
In-App Guidance Walkthroughs from Salesforce Labs
🧐 Did you know that you can now quickly guide your end users as they adopt change and new features where and when they need it most while in the flow of work? Predefined walkthroughs are the fast and low code way to support change management and adoption within your org. In this video you will learn: Where to find predefined walkthroughs How to review a walkthrough How to … [Read more...] about In-App Guidance Walkthroughs from Salesforce Labs
Guide Your End User Where & When They Need It
Did you know that you can now support your end-users as they adopt change and new features where and when they need it most while in the flow of work? In-App Guidance is the low code way to support change management and adoption within your org. It’s sure to become a key part of your Admin toolkit. In this video you will learn: How to use In-App Guidance Builder … [Read more...] about Guide Your End User Where & When They Need It
Enable Case Merge to Support Cleaner Data in Your Org
Did you know with the Spring ’20 Release, Admins can now empower their end-users to merge cases? This will help your Customer Service agents consolidate duplicate cases. It will also support clean data and accurate case history about your clients. In this video you will learn: How to enable case merge in your org Merge cases Resources Review Help & Training for … [Read more...] about Enable Case Merge to Support Cleaner Data in Your Org
Overview of the Lightning Report Builder
The Lightning Report Builder is powerful, and there is so much functionality available to you and your users. Let’s review the Lightning Report Builder interface in detail to uncover some of those hidden gems ! We’ll use a sample Opportunity Pipeline report as an example to walk through and highlight some of the useful features of the Lightning Report Builder. … [Read more...] about Overview of the Lightning Report Builder