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#Guidance1 人正在讨论

I am 30 years old and have a lot of potential to learn, but I am brand new to Salesforce. My father in law highly recommended I come here to find my path.

I find excitement in new challenges, and hope to find a job that with the right training, I can be capable of excelling and expanding off of my ability to organize and prioritize.

As I grow older, I have learned that I love to create, I love art, music, and especially love learning how to do new things. I don’t know if this helps, but I hope it does.

#Trailhead #Newbie #Guidance
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Is In-App Guidance a free feature with certain Salesforce org editions or an add-on?

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How I could edit the "guidance for success"? 

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  1. 2020年9月9日 21:00
    @Simona Zanelli to edit "guidance for success" you will need to create/edit a Path. You can search "Path Settings" in setup to create or edit an already existing path. The "guidance for success" is step two of creating a new path.
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SALESFORCE TIP!

 

Use the Path setting for a great visual representation of where a record is in a lifecycle of stages.

Mix this with guidance for success, and you've got yourself a killer combo for user experience!!

 

https://salesforcecobes.home.blog/2019/11/07/how-to-make-fields-required-at-certain-stages/

 

- Cobes

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  1. Coby Press (Black Cloud) Forum Ambassador
    2019年11月8日 11:48
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Hi is there any video guidance how to use salesforce, and build up a report since im totally new with this system.

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Have you got 1 minute to learn about what we do? #DigitalAdoptionSolutions #DAS is where we are blossoming...Helping get the right information to the right people at the right time...Huge cost saving by reducing the significant time wasted today, searching for content, help & guidance...

Improved Apps 1 minute Overview Video

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Has anyone tried the new In-App Guidance? We tried it on cases and it seems to be set up correctly but the pop up never appears. Curious if anyone else had given it a try.

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  1. 2019年8月30日 15:40
    I don't have a ton of experience with In-App Guidance yet but I think there may also be some settings that limit the overall number of popups a user sees in a given time period. So it might be that if you have a couple different popup alerts that only some of them will show at any given time because it's setup not to inundate the user with all the popups all of the time. I don't know how it choose which ones to show or not show to stay within the limit.
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