What’s the aha moment salesforce


What’s the aha moment in Salesforce? 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 and becomes increasingly proficient.

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 and becomes increasingly proficient. Address needs at all stages of the user journey. Help maximize users’ experience and efficiency.


Table of Contents

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 are the four key user engagement scenarios answer?

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 key user engagement scenarios trailhead?

There are four key scenarios for user engagement….The Art of User Engagement Scenarios.ScenarioDescriptionExamplesFeature discovery and adoptionHelp beginners become experts. Help experienced users learn new things. Raise awareness of new features and releases.New feature enabled Encourage best practices3 more rows

Why would you add prompt in Salesforce?

A prompt is a single, small pop-up window that directs users’ attention to a feature, update, or call to action. The user notices the prompt, ingests the information or takes action, and moves on with their day.

What is in-app guidance in Salesforce?

What Is In-App Guidance In Salesforce? In-App Guidance is a new platform tool that allows administrators to build and personalize prompts for training and onboarding users where and when they need assistance.

Why would you add prompts answer?

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 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 learning inside the app in Salesforce?

Learning Objectives Bringing training and learning resources into the Salesforce app ensures help is always right at your users’ fingertips. Even if you have an internal wiki or shared folders, quick links inside the app mean your users spend less time digging around for answers.

Why would you add learning inside the app?

With In-App Learning with Trailhead, enhance your training program by making learning easily accessible to users right where they work. Admins or designated trainers customize a learning panel by selecting public or myTrailhead modules.

What are floating prompts?

If the selected custom position for the prompt doesn’t completely appear on the user’s page or is too close to the edge, the prompt defaults to another position. Also, if the element is no longer on the page, the targeted prompt switches to a floating prompt.

What is Salesforce myTrailhead?

myTrailhead is a customized learning platform that represents a company and its brand. It is similar to Trailhead and is a gamified way to help employees learn and keep them interested by allowing them to earn badges and points.

What are Salesforce prompts?

For record pages, you can’t add a prompt to a specific record. Instead, a prompt is added to a record page type. The prompt takes users to a record they have access to. If a new or clone record page has multiple record types, you can choose if you want in-app guidance to appear for all or only a specific record type.

What is an Aha moment?

A common misconception in product onboarding is that the Aha moment is about teaching your users a new solution by helping them figure out how your product works.

How to find the Aha moments?

If you have a turnkey solution that requires little setup, figuring your value moments won’t be that much of a challenge for you.

Segment users on signup

This method is especially useful if you have a broad product with multiple different use cases.

Do live user testing to see how people respond to things in your app

If you’re just starting out with your product and have no data, this is probably one of the easiest ways to uncover how your users respond to your onboarding and what action or feature makes them tick.

Dive deep into your database to spot customer patterns

The following method works well if you already have at least some customer data.

Use Mixpanel to understand the way customers flow through your app to convert

You can always get more sophisticated and use something like Mixpanel to “Discover high and low performing user segments and compare their paths to conversion or drop off.”

What about Google Analytics?

Google Analytics is a great tool, and with a little bit more work, you can get it to track goals such as trial conversion (e.g., when a user visits a success page) or feature activation (e.g., when a user clicks on a specific button/link). However, it lacks one critical thing that SaaS tools need — PII or personally identifiable information.

What is the Eureka moment?

You may know it as the Eureka! moment or the lightbulb moment, but in the user engagement space, the ultimate goal for any piece of guidance is to deliver an aha moment. This is the moment when a user first recognizes value in your product or solution.

When writing your purpose, what is the phase?

When writing your purpose, specify the phase, such as onboarding, feature adoption, troubleshooting, or deeper learning. This helps you define the purpose, and pick the right way to deliver the message. When you’ve chosen the best user engagement component to use, you can tailor your message to fit the format.

Is Salesforce a linear process?

Because Salesforce and your company are constantly innovating, the phases aren’t linear. Instead of thinking of a timeline, consider each phase a series of events that a user encounters again and again as they go along in their work. Now that you’re pretty familiar with the scenarios and phases, you begin to understand what your users need in each …

Why is it important to consider whether aha moments are the same for every user?

That’s because the sensation is tightly related to the discovery of value, and value is dependent on whatever job the user is trying to achieve.

What is the difference between aha moments and activation?

In understanding the relationship between “aha” moments and activation, then, it became clear that they differ in one fundamental respect: “aha” moments are when the user discovers value in your product; activation is when you see value in that user.

Why are aha moments so elusive?

From a research perspective, user behaviors are easy to measure and track, but “aha” moments are more elusive, because they are actually the positive emotions behind the user behavior. But just because they are somewhat elusive doesn’t mean they can’t be identified, measured, and tracked.

What is the moment of value discovery?

The moment of value discovery is what triggers the “aha” sensation, and whenever that discovery can happen, so can an “aha” moment. In this sense, it’s important to note that “aha” moments can be distinct from the onboarding process.

What is activation in marketing?

Activation is the point when a customer has reached a defined level of engagement with the product after which they are seen as extracting enough value that they are deemed to be successful and are statistically likely to retain. Activation is measured by a defined set of actions completed in the product.

How is activation measured?

Activation is measured by a defined set of actions completed in the product. Thus, activation is intrinsically defined by your ability to measure it. In defining your own activation points, you will be looking at the patterns of usage of your most successful customers and identifying the commonalities.

When does an aha moment occur?

There are also some misconceptions about when an “aha” moment occurs in the customer lifecycle. It’s commonly thought that “aha” moments occur during the first use of a product – you start using the product, then boom, you realize the value if offers.

What is the Aha moment?

The Aha! moment is the point in the user experience where your product’s value becomes clear to your users. You judge whether and how this happens on a product-by-product basis, but the end-result you’re looking for is usually conversion or long-term retention.

Is SaaS more valuable than other products?

Most SaaS products become more valuable the more you use them, so it can be tempting to throw all of your features at new users. But people don’t need to experience all of your product at once — they just need to be guided through the behaviors that induce aha.


Integrating Aha! Roadmaps and Salesforce involves several steps in both tools, so it can be helpful to walk through the integration procedure at a high level.

Install the Aha! Roadmaps package in Salesforce

Log into your Salesforce instance, then click on this link to install the latest version of the integration. This link is always to the latest version.

Create an ideas portal in Aha! Roadmaps

To link ideas between Aha! Roadmaps and Salesforce, you will need a new Aha! Roadmaps private idea portal with single-sign on configured. You can have multiple idea portals that display the same ideas by selecting the same workspaces when configuring each portal (Don’t worry, you can manage all the ideas in one place).

Adjust your portal settings

Once you have created your ideas portal, the portal settings will open in a new browser tab.

Add the Salesforce integration in Aha! Roadmaps

Now you need to link your Aha! Roadmaps account to Salesforce. This lets your Salesforce users create an Aha! Roadmaps idea (or link to an existing idea) without leaving Salesforce.

Add Aha! Roadmaps ideas to your Salesforce user interface

Aha! Roadmaps and Salesforce are now completely integrated. The last step is to make these new capabilities visible in the Salesforce user interface. You can do this for Salesforce opportunities, cases, or accounts.

Upgrade from Classic to Lightning

If you integrated Aha! Roadmaps and Salesforce when you were on Salesforce Classic, and have since upgraded to Salesforce Lightning, you may need to take an extra step to ensure that you use the latest, Lightning-ready integration package.


Leave a Comment