How to Increase User Adoption? In App Guidance | Building Guided Flow
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- čas přidán 9. 07. 2024
- #InAppGuidance #salesforce
Using a powerful tool like Salesforce certainly has many advantages, but like every other powerful thing, it comes with a cost. Since the platform has been growing at a rapid pace in the last 20 years, it has become a bit complex for new users to learn and adopt using it.
Churn is the enemy of SaaS businesses. So if user adoption is how much your users are adopting the features of your product, it makes the most sense to focus on strategies that’ll increase your user adoption rates and lower churn.
Keeping this in mind, Salesforce announced in-app guidance in 2019 to increase the user adoption of the platform by allowing Salesforce admins to build guided flows for business users. For example- You might want to build a guided flow for the Sales team to properly close an opportunity, like updating all relevant fields and systems. The in app guidance definitely helped and user adoption was improving, but yet again, it has its own limitations:
- It's not free
- It's only available for Salesforce, which means you can't build guided flows for other connected systems
- It has limitations like only 500 flows can be created
So with this video, I am showcasing a powerful tool called nudgealong.com (from whatfix), which allows you to get past all limitations mentioned above, FOR FREE.
Nudgealong helped you build powerful nudges which can be shared with your team or community, and it supports all types of web pages. Watch the video to see how we can build these powerful nudges.
Chapters:
00:00 - Salesforce User Adoption
00:40 - Why user adoption is important?
01:43 - How to track user adoption?
02:40 - Limitations of Salesforce in-app guidance?
03:38 - Build guided flows with nudgealong.com
05:30 - Build your first nudge-guided flow (Create a task in SFDC)
10:45 - Preview/run the nudge
12:26 - Build multi-page nudge (Create an apex class using developer console)
18:54 - Nudglealong library
Hello bro ,
i have gain lot of knowledge through your videos in youtube and udemy , i heard that your a java certified have request for you could you please make a java full course video it will very very helpful for us .
thank you for your efforts to making this videos .
The DMP program's interdisciplinary approach promotes interdisciplinary thinking and problem-solving skills. Can you make a video discussing interdisciplinary studies?
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Hey Manish,
I watched your all video regarding Salesforce. You're the best. One request from my side can you please add video on integration like rest api Salesforce api and Salesforce std api. It would be helpful for us... Thank you so much
Have a great future
It's very nice feature bro. Thanks for providing this detailed explanation. However, good to see you are back again, hope you will be providing many more videos for us. Thank you so much once again!.
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Sir, could you please let us know that how you got call for SDE 2 role from Amazon although you were working as SF dev ?
Is it possible to switch profile to SDE ?
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Glad to see another video, awesome video!
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Hii Manish...Good to see you back....Can we have some videos on flows???
For sure, may be a crash course first.
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Need lot of crash courses from you
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Please create videos on Salesforce cpq, marketing cloud
Sorry, but not my expertise area.
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