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In-App Guidance with Tim Dubois

June 18, 2020 by Mike Gerholdt Leave a Comment

Today on the Salesforce Admins Podcast, we bring on Tim Dubois, the Product Manager for In-App Guidance at Salesforce. We learn how admins can take advantage of this cool feature and some best practices for creating these cool prompts.

Join us as we talk about best processes for floating prompts versus docked prompts, how to add the information your users need, and the metrics you need to look at for user engagement.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Tim Dubois.

New In-App Guidance features for Summer 2020.

“In-App Guidance is the ability for an admin to create in-app learning where it makes the most sense for the users,” Tim says, “where they’re going to get the best context and be able to do that little bit of learning right in place.” It’s built into the platform itself with no

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