Maximizing Digital Adoption on Salesforce Communities

As a user, getting a guided tour of Salesforce-powered communities can be imperative.

It makes things easy to understand and enhances digital adoption.

Hence, providing your customers with effective in-app guidance is crucial for user engagement on Salesforce Experience Cloud.

At the same time, self-service is important for keeping up with the rapid digitalization demands.

If you want to drive ROI from your technological initiatives, it’s critical to keep your employees and customers at the core of your digital adoption efforts.

In this blog post, you will learn about limitations in Salesforce in-app guidance and how to overcome those.

Salesforce In-app Guidance

Salesforce in-app Guidance allows users to create and customize in-app messages without any installation or coding.

It aims to onboard new Salesforce users, communicate new feature updates to the users, and enhance overall user adoption.

Limitations With Salesforce In-App Guidance

Salesforce in-app guidance is tremendously helpful, however, there are a few challenges that need to be addressed.

One of the major challenges is limited customization. It restricts users to choose a certain position (at the bottom right of the page) for the floating prompts.

This makes it tough for drawing the attention of the users.

Additionally, Salesforce in-app guidance isn’t compatible with Salesforce customer communities.

This is where GuideIn comes into play.

GuideIn – Your Best Bet for Maximized Digital Adoption

GuideIn is a Salesforce-native, Lightning-ready solution built by Salesforce experts at Grazitti to help you accelerate digital adoption on online communities.

It enables you to provide your users with easy, guided walkthroughs to onboard users, train employees, and broadcast the changes.

Here are some notable features of GuideIn:

• Compatible with public and private Salesforce pages
• A no-code, Salesforce-native, and LEX-ready solution
• Offers customizable steps and guided tours
• Step themes can be modified
• Intelligent scrolling and continuity
• Tour progress tracking
• Custom branding and theme

Use Cases of GuideIn-

Some use cases offered by GuideIn are:

User Onboarding: For users, understanding the onboarding process must be simple and effortless. Walkthroughs provide them with a seamless onboarding experience on your Salesforce-powered community.

Employee Training: Building a community walkthrough will enable you to automate employee training on your Salesforce community.

Change Broadcasting: You can deploy tours for the purpose of broadcasting changes in your community as it is important to provide users with regular updates.

Benefits of GuideIn-

GuideIn is beneficial to the community managers as well as community users.

For community managers, it enhances community engagement and reduces the effort in manual training and support. Additionally, it can be installed and managed quite effortlessly. They can even track tour progress.

GuideIn empowers community users with hassle-free onboarding, easy, guided tours, real-time direction processing, and multilingual support for maximized engagement.

Wrapping It Up

Having a feature-rich Salesforce community is only good if your users and employees know their way around it.

Hence, the importance of providing the users and employees with guided walkthroughs on Salesforce Experience Cloud cannot be understated.

And GuideIn does just that.

Wish to Maximize Digital Adoption by Providing Users and Employees With Guided Walkthroughs? Let’s Talk!