What is Salesforce In-App Guidance?
First launched in 2019, Salesforce in-app guidance came integrated with the Salesforce platform as an added feature that didn’t require additional installation. It allows the creation of text-based or media-rich prompts that provide direction and guidance to users. It helps create seamless workflows that can help users in the performance of various tasks without moving from one application to another.
Additionally, it allows users to continue where they left off from another application and start where they want on the next application without the need to manually switch applications.
In-app guidance is beneficial because its use involves the understanding of user intent to provide contextualized personalization and relevant content to specific users. It’s currently limited to the Salesforce platform but works across all applications under it. The company uses in-app guidance to do the following:
- Onboard new users
- Train users
- Make universal announcements
- Inform users about changes
Is Salesforce In-app Guidance Free?
Salesforce in-app guidance is a recent addition to the Salesforce platform that features informational walkthroughs of features that can be used in onboarding and training. Admins can make use of in-app guidance to create a seamless learning experience for new Salesforce users. It’s not necessary to purchase a license to create or package walkthroughs, but there are certain restrictions on user visibility.
There is also the Salesforce Labs feature that provides free features, which can then be enhanced with additional premium features that require additional licenses to use. A 30-day trial period is also offered so that admins don’t need to start from scratch when creating in-app guidance. The full Salesforce in-app guidance experience is tied to a “myTrailhead” license that costs $25 per user per month, on top of the standard license costs.
There are also digital adoption platforms available that help add value to the in-app guidance experience, like gaining visibility into user journeys, streamlining process efficiency, and increasing overall employee productivity.