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User Engagement & Digital Adoption

This group welcomes conversations around the success stories and challenges of user engagement, digital adoption and in-app guidance. Current Hot Topics! We are here to share best practice and take the opportunity to learn from others. Anyone involved in creating and sharing documentation, change management and organisational process, training or content, will find something of interest here. We encourage all to share what works for you (and what doesn't) so that as a community we explore the topic of User Engagement with a focus on becoming better and more efficient at what we do. Thank you for joining in. Simon.
Lisa Dubernard (Senior Change Consultant chez Independent)
22 sept. 2021, 19:43
In App Prompt for each record type?

If I have 4 different opportunity record types, can I specify four different prompts depending on the record type that is open?

 

#Marketing Cloud

9 réponses
  1. Simon Thompson (Improved Apps, a UNARIC company)
    22 sept. 2021, 19:59

    No and unsure if/when it's planned - See this idea: https://trailblazer.salesforce.com/ideaView?id=0873A000000LvLfQAK

     

    Remember none of SFDC basic in-app guidance works on mobile nor experience cloud! Seems nothing exciting coming in the next major release either!

     

    Are you sure we can't help you Lisa? https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009x9XeEAI

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Melody Steffens (Product Owner chez Rockwell Automation)
4 févr. 2022, 15:30
Is anyone using Drift?

If so, what has been your experience?  We are looking to layer it on our SF Chat, yet I'm not convinced how they will play nicely together.

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Simon Thompson (CEO chez Improved Apps, a UNARIC company)
22 oct. 2021, 09:30

Free to register and learn more: https://digitaladoption.info/ or learn more about the #1, award winning, 100% native digital adoption solution for Salesforce...see attached overview

Improved Apps - the #1 Salesforce digital adoption solution.pdf
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Rachel Dance
29 mars 2021, 12:36

Free Download: Delivering Zero Classroom Training...in this new white paper:

 

- Learn how a recent customer implemented a ‘Zero Classroom Training Policy’ using the Salesforce platform’ and Improved Apps.

 

- TOP 10 tips for driving digital transformation, usage and adoption in the current climate

 

- Typical Customer key issues and requirements

 

Download from here: https://www.improvedapps.com/wp-content/uploads/2021/02/Improved-Apps-Zero-Classroom-Training.pdf

Zero Classroom Training

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Simon Thompson (CEO chez Improved Apps, a UNARIC company) a publié du contenu dans All Dreamforce
10 sept. 2015, 03:35
Look out for the #AdoptionAdvisors again this year.. Booth W937 ... Help is at hand.. Pop by and find out how we can help you. @User Engagement & Digital Adoption @Improved Apps - Share you Knowledge
1 commentaire
  1. Amanda Garcia (Salesforce)
    10 sept. 2015, 17:02
    Please post all booth promotions in the Dreamforce Promo Central group: http://goo.gl/kWtjad Let's keep this feed focused on collaborating, networking and questions/answers. Thanks!
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Ted Husted (Former Director of Quality Assurance and Release Engineering chez Blackthorn.io)
5 févr. 2015, 22:55

How you can implement a custom help site for your Salesforce org in three parts.

How do you deliver your enterprise help -- Web CMS, DITA, PDF?

Customizing Salesforce Help

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Simon Thompson (Dev)
11 févr. 2015, 14:21
This video shows how we train end users on #ImprovedHelp For Salesforce ...works for big global deployments as well as smaller deployments...Just look for the blue question marks!

Video: How to train end Users

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Matt Reiner (Content Strategist chez www.NimbleUser.com)
26 janv. 2015, 15:50

Like Salesforce, my company (ISV partner) is using DITA for all of our help content. The reuse of content in DITA is fantastic, and we enjoy the scalability of this approach.

An issue that we're having is that our process seems to be slow, and our tools difficult to use by those who are not software engineers. I was wondering if Salesforce has any presentations or can provide any information on the process you use to create/edit/update DITA content, and what tools you use.

We'd like to enable anyone in our company to create/edit/update help content, but we're a bit stymied at this point.

@Victoria Lyon
4 commentaires
  1. Matt Reiner (www.NimbleUser.com)
    26 janv. 2015, 22:17
    Whew, good luck with the meeting tomorrow @Victoria Lyon! Be sure to bring lots of desk toys to help you concentrate; that's what we do here. :) 11:30 am PST on Wednesday would work perfectly for us. My email is mreiner@nimbleuser.com, if you'd like to communicate the meeting details outside of the community.
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