How to Implement and Test Salesforce In-App Guidance to Drive User Engagement

Published by Samuel Arroyo, October 20, 2021
implement and test Salesforce In-App Guidance Featured Image

Many factors contribute to the success or failure of a CRM implementation, and why some implementations fail, while others succeed. This article will discuss Salesforce In App Guidance.

In a recent survey by Forrester and CustomerThink of professionals that were involved in CRM technology projects, they found these factors could be grouped into 4 different categories: process, people, strategy, and technology.

In this post, I want to focus on the people aspect of Salesforce implementations, which 38% of the 414 respondents surveyed identified as a major source of issues. More precisely, we will dive into the user adoption component that is so often given little attention when it comes to planning and successfully executing a technology project.

The Forgotten One a.k.a. The End-User

The end user is the person who will ultimately use the product (e.g. Salesforce). As a result, you would think that they would play a fundamental part in any Salesforce implementation project. However, more often than not, their voice and opinion are not considered or get replaced by assumptions about what they need, want, think, or feel. It is like planning a wedding without consulting the celebrants.

The forgotten end-user image in Salesforce In App Guidance

The solution to addressing this problem is not simple, but the reward is knowing that you are working to implement a system that your end users will want to use because it makes their job easier.

Here are some very high-level recommendations:

  • Gain a deep understanding of how your users work (e.g. daily tasks, and business processes they follow) and what their pain points are (e.g. manual tasks, slow and buggy tools).
  • Give your users a seat at the table to influence decisions, take ownership, and become champions of change.
  • Plan changes according to your company’s culture and appetite for change. Major implementations may not be the best way of introducing a new CRM or new changes, but incremental and progressive rollouts may reduce risk and increase user acceptance.
  • Set up a feedback loop with your users:
    1. Communicate, inform, and educate about features and changes.
    2. Receive opinions, criticism, new ideas, bug reports, etc…
    3. Improve the system to better suit your users’ needs, and go back to step 1.

Supporting User Adoption with Salesforce In-App Guidance

Open communication and helpful information are two key drivers for user adoption. Users like to know how their tools are going to change so they can adapt the way they work. They also appreciate having useful learning material at hand to understand how they can continue using their tools.

Companies may send emails to their users detailing impact changes to their systems and how they will impact users, and sometimes even provide one-off training sessions if the changes are too disruptive. However, as useful as these communication and teaching methods may be, they can be too disruptive to users’ schedules and easily forgotten.

This is why providing useful information inside Salesforce at the right moment (when it is most needed) is such a powerful proposition. In-App Guidance aims to fulfill this urgent need for Salesforce end users.

Salesforce In-App Guidance Image
Source | The 360 Blog

Salesforce In-App Guidance empowers admins to create prompts and walkthroughs that can be displayed on object record pages, object home pages, and on new, edit, and clone record pages, including dialogs.

Salesforce In-App Guidance also allows admins to define learning paths that leverage content from Trailhead, and to assign learning content to specific audiences.

To learn more about In-App Guidance, check out its short Trailhead module or watch this short video from the Salesforce Admins Youtube channel.

How to Create a Simple Walkthrough with In App Guidance

Now that we understand the importance of user adoption, and how In App Guidance can help us achieve greater success with our Salesforce implementation and changes, let’s build a quick walkthrough.

The purpose of this walkthrough is to introduce new users to Salesforce and show where things are and how to find them. Follow these steps to recreate the walkthrough on your org:

  1. Go to Setup > User Engagement > In-App Guidance.
  2. On the top right corner, click the Add button. This will open In-App Guidance Builder where we can build our walkthrough.
  3. On the top right corner, click the Add button to add steps.
  4. Create these 3 steps from the right sidebar:

Step 1

Prompt Type Floating Prompt
Prompt Position Bottom Center
Title Welcome to Salesforce!
Body Looks like this is your first time here. Let me show you around!
Dismiss Button Label No, thanks

Step 2

Prompt Type Floating Prompt
Prompt Position Top Left
Title Look at all those tabs!
Body The 9-dot icon allows you to choose an app (e.g. Sales Lightning). Each app shows a set of tabs (e.g. Home, Chatter, Accounts, etc…)
Dismiss Button Label Dismiss

Step 3

Prompt Type Floating Prompt
Prompt Position Top Right
Title There’s more icons up there
Body On the top right you can access learning materials, help articles, settings, notifications, and check out your own user profile.
Dismiss Button Label Dismiss
  1. Click the Save button and follow these steps:
    1. Leave the Action, Schedule, Profiles, and Permissions sections as they are.
    2. In the Details section enter a name like “Intro to Salesforce”.
    3. Click Save.
  1. Click Done.

Now you can go to the homepage and check out how the first prompt appears on the screen, which will guide you through the 3 steps that we just set up. Amazingly intuitive, right?

How to Test In-App Guidance with Provar

Because In-App Guidance consists purely of UI components, a UI testing tool like Provar is perfectly suited to verify that our walkthrough is being displayed as expected.

The screenshots below show you how to easily create a test case using Provar Test Builder. The test case navigates step by step asserting that the right titles are present and in the correct order.

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With technology becoming more and more an integral part of every company, companies must mitigate risks like low user adoption to ensure successful rollouts. Modern companies that don’t will realize that their end-users don’t want to use their provided tools, which will result in an enormous waste of time and money. 

In-App Guidance is Salesforce’s solution to drive user engagement in their platform. Admins can define prompts and walkthroughs to guide users through their daily tasks, as well as provide training materials found on Trailhead.

Provar can enable and aid testers in making sure that the prompts and walkthroughs appear when and as expected, while also giving confidence to admins that their implementation was correct.

To learn more about how Provar can deliver unbreakable, polymorphic, intuitive, E2E test automation coverage for your teams, contact us today.

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