Every so often one of our staff needs to visit an App other than our main "go to" app (like, when creating a mass email using our Campaign Monitor app).
Then they forget they switched apps, and later on, visit a tab common to both apps (like Contact), but on the wrong app.
They see lightning record page layouts that are incorrect because I haven't bothered to make the correct lightning record page assignments for record types on those apps, only on our "go to" app.
What are folks best practice here? I would like to somehow guide my users back to our main "go to" app but don't know the best way to notify them they're on the "wrong" app. Or, should I remove tabs common to multiple apps? Or assign lightning record pages by record type to all apps anyone ever uses (which would allow users to remain in the "wrong" app without ever realizing it)?
Or just train users to pay attention to what app they are in (easier said than done - I have had users hit this multiple times over months even after pointing out they are in the wrong app - it's even happened to me as sysadmin :)
@Salesforce.org System Administrators@Training and User Adoption
Interesting question. Any app guidance is a surprisingly strong and free solution from Salesforce now that it’s very simple to declare popup guidance.
For example, you might define guidance to appear and highlight the app switcher with a prompt like “not seeing what you want on this record page?“ You can make it so that the guidance only appears on certain record pages in certain apps. It appears randomly a few times, but it might help train people to think about it.
If there are certain people who shouldn’t work on certain record pages in certain apps, you definitely can create a conditional display, rich text element to warn them that they are not on the expected app page.
