Four scenarios illustrate the most common user engagement experiences: Onboarding. Feature discovery and adoption.
Table of Contents
What are the components of user engagement in Salesforce?
Explain the Salesforce components that you can use to engage users. User engagement is the process of onboarding, empowering, assisting, and educating users through in-app guidance. You’ve probably encountered in-app guidance in Salesforce without even knowing it.
What are the four basic scenarios in user engagement?
Four basic scenarios in user engagement: Onboarding: Show users where to begin and what’s new or changed. Get them to the “aha moment” quickly. Feature discovery and adoption: Show users where to begin and what’s new or changed.
What are the four phases of user engagement?
Think of a user engagement journey in four phases: Onboarding: Say hello and make users feel welcome. Feature adoption and discovery: Get users excited about the latest and greatest features. Help and troubleshooting: Support users with minimally disruptive, relevant content. Deeper learning: Help users learn more about complex concepts or tasks.
What is Salesforce digital engagement?
What is Salesforce Digital Engagement? Salesforce Digital Engagement is a way to respond to messages via different channels including WhatsApp, SMS, Facebook Messenger, and Webchat. Digital Engagement is a must-have in today’s work from home world and ensures that service centres can support customers using their chosen communication method.
What is user engagement in Salesforce?
User engagement is the process of onboarding, empowering, assisting, and educating users through in-app guidance. You’ve probably encountered in-app guidance in Salesforce without even knowing it.
What is the aha moment Trailhead?
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 components can you use for onboarding Salesforce 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 does user engagement do?
User engagement or customer engagement is basically assessing an individual’s response to a digital offering: a service, a product or a website. User engagement is important because highly engaged users are the ones who are likely to try, buy or share feedback about the product or service.
What are a ha moments?
As Oprah explained in a video for Merriam-Webster, an aha moment is officially defined as “A moment of sudden inspiration, insight, recognition or comprehension.”
What is an example of an aha moment?
The definition of an aha moment is a point in your life when an important insight, choice or decision is made. An example of an aha moment is when you choose to go to art school after years of working jobs that you hated.
What components can you use for on boarding?
5 Components of an Effective Onboarding ProgramDefined goals. … A team approach. … Explain corporate culture along with job expectations and rules. … One-on-one mentoring. … Start career pathing during onboarding.
What are smart search items?
What are Smart Search Items? A set of the user’s recently accessed objects. When you customize mobile navigation items in Setup, your users will see your changes: In the navigation menu and the first four items of the navigation bar in the Mobile Only app.
Why would you add prompts?
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. It is when you say something that helps the person engage in the correct behavior.
What are the five levels of user engagement?
Exhibit 14.1 displays the 5 levels of engagement from least to most engaged: consume, connect, collect, create, and collaborate.
How do you track user engagement?
For each customer cohort you want to calculate the user engagement for, simply divide the number of active users in a given time period by the number of total users.
What is user engagement scale?
The User Engagement Scale (UES) is one tool developed to measure UE, and has been used in a variety of digital domains. The original UES consisted of 31-items and purported to measure six dimensions of engagement: aesthetic appeal, focused attention, novelty, perceived usability, felt involvement, and endurability.
Planning The Scope of Your Project
- Identity the “aha moment.” The “aha moment” is when a user first realizes value in your product or solution. It usually happens first during onboarding, but can and should reoccur as the user grows…
- Address needs at all stages of the user journey. Help maximize users’ experience and efficiency. Are you designing for beginners, advanced users, or somewhere in between? New …
- Identity the “aha moment.” The “aha moment” is when a user first realizes value in your product or solution. It usually happens first during onboarding, but can and should reoccur as the user grows…
- Address needs at all stages of the user journey. Help maximize users’ experience and efficiency. Are you designing for beginners, advanced users, or somewhere in between? New users need an onboardi…
- Fit the experience to the persona. How do you want users to think or feel? What do you want them to do? Consider familiarity with the product and industry, motivation level, and product complexity….
- Experiment and optimize. Choose a metric (for example, “trial to paid conversion” or “seven fr…
Best Practices
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To help determine the right engagement experience for each user and situation, consider these factors: M.A.P. (message, audience, purpose) Identify the message, audience, and purpose of your content. Write out what you want your target user to learn, understand, or achieve (for example, I want users to get the lay of the land in Lightning Experience, and quickly understand h…
Scenarios
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Four scenarios illustrate the most common user engagement experiences: 1. Onboarding 2. Feature discovery and adoption 3. Help and troubleshooting 4. In-app learning and skill growth These guidelines include example flows for each scenario. Think of them as representative use cases—or base recipes that you can adapt to meet your own needs. Use this…
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Platform Support
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Throughout these User Engagement guidelines we will make reference to a variety of different prompt mechanisms and design patterns. Some of these prompts can be created directly from within Lightning Setup with declarative tools. Others will require programatic approaches. The below matrix of prompts gives an overview of which have declarative support and which do not. …