To ensure new Salesforce users are given the appropriate onboarding experience, a UX Designer should use the following two on-App Guidance customizations:
Specify prompt scheduling: This allows the designer to control when and how often the prompts appear to the users, based on criteria such as start and end dates, frequency, and snooze duration. This way, the designer can tailor the onboarding experience to the users’ needs and preferences, and avoid overwhelming or annoying them with too many or irrelevant prompts.
Set prompt permissions: This allows the designer to target the prompts to specific user groups, based on profiles and permissions. This way, the designer can ensure that the prompts are relevant and useful to the users, and avoid showing them information that they do not need or have access to.
[:, Salesforce In-App Guidance: Enhance Your User Experience, Create and Manage In-App Guidance Prompts, , , , , ]
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