Prompt Represents the metadata related to in-app guidance. Use prompts and walkthroughs to display announcements, training, or news to users within the app. Choose to add an action button or link to a URL of your choice.
Table of Contents
What is a 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 are some examples of prompts in Salesforce lightning experience?
Here are some examples of the different types of prompts. If you want some other examples of prompts, consider installing the In-App Guidance: Boost Sales User Productivity in Lightning Experience or In-App Guidance: Boost Service User Productivity in Lightning Experience managed package from Salesforce.
What is an example of a prompt component?
The following is an example of a Prompt component. The following is an example package.xml that references the previous definition. This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.
How do I evaluate the SMS option in Salesforce?
To evaluate the SMS option, contact your Salesforce account representative. Company Information Setup page under Usage-based Entitlements. Here’s the process for verifying users identity via passwordless login.
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 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.
Why would you add learning resources inside the Salesforce app quiz?
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.
What are the four key user engagement scenarios in Salesforce?
Introduction. Throughout the Salesforce product ecosystem, we use engagement patterns to onboard, guide, assist, and educate users.
What are benefits of docked prompt?
Docked prompts are great when users need to refer to content while exploring a feature on their own. Unlike the floating and targeted prompts, the docked prompt stays in place while the user navigates through the app.
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 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 are smart search items in Salesforce?
Smart Search Items adds a dynamic list of the user’s recently accessed objects to the Salesforce mobile app navigation menu. In the Salesforce mobile app for iOS and the Salesforce mobile app for Android, up to 10 recent items appear in the navigation menu of the Mobile Only app.
How does Salesforce organize data?
A)Salesforce organizes your data into: I)Objects and records, like tabs and rows on a spreadsheet. II)Objects and fields, like columns on a spreadsheet. II)Fields and records, like different databases. IV)Objects and spreadsheets, like columns in a database.
What’s the difference between the message and the purpose?
2What’s the difference between the message and the purpose? A. The purpose is what you say to the user; the message is why you say it.
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.
How do I set up an app guidance in Salesforce?
How do I get started using the In-App Guidance Builder?Specify the in-app guidance type, prompt type and position, and content.Review, move, and delete steps in a walkthrough.Edit additional settings such as action button and links, profile, user permissions, schedule, active status, and name details.More items…
What is a prompt in a website?
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 floating prompt?
Floating prompts are a nonintrusive way to nudge users toward a feature or opportunity. There’s no extra fluff here. Just a short and sweet message, an optional image, and a call to action in the form of a button that opens a URL of your choice. They’re also ideal for most steps of a walkthrough.
What is docked prompt?
Docked prompts are great when users need to refer to content while exploring a feature on their own. Unlike the floating and targeted prompts, the docked prompt stays in place while the user navigates through the app. Use a docked prompt for content that you want to remain on screen, such as step-by-step instructions or an image or short video that users can follow while learning how to complete a task in the app. Consider using a docked prompt to display next steps or takeaways in the last step of a walkthrough.
What is user isn’t taking advantage of?
User isn’t taking advantage of a valuable feature: Sometimes your users aren’t using your application to its full potential. To help them follow best practices and take advantage of beneficial features, offer tips, guidance, and instructions focused on saving time and increasing productivity.
File Suffix and Directory Location
Prompt components have the suffix prompt and are stored in the prompts folder.
Special Access Rules
Admins have access to add or edit prompts and walkthroughs. For non-admin users, assign the Manage Prompts user permission. Everyone can see the In-App Guidance setup page. To show more than three walkthroughs to users, use the View Walkthroughs user permission, which is part of the Walkthroughs permission set license.
Packaging Prompts and Walkthroughs
See Creating Managed Packages in Salesforce Help for more information.
PromptVersion
A list of in-app guidance entries. Each entry represents a different prompt or walkthrough.
UiFormulaRule
A set of one or more filters that define the conditions under which a prompt displays on a Lightning page.
UiFormulaCriterion
A single filter that, when evaluated, helps define visibility on a Lightning page.
Wildcard Support in the Manifest File
This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.
What is Salesforce app?
Salesforce Interview Questions and Answers – 1. 1. What is App in Sales force? An app is a group of tabs that work as a unit to provide functionality. Users can switch between apps using the Force.com app drop-down menu at the top-right corner of every page.
Can you use custom objects in Salesforce?
You can use custom objects to extend salesforce.com functionality or to build new application functionality. Once you have created a custom object, you can create a custom tab, custom related lists, reports, and dashboards for users to interact with the custom object data.