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You're reading from  Salesforce Sales Cloud – An Implementation Handbook

Product typeBook
Published inApr 2024
PublisherPackt
ISBN-139781804619643
Edition1st Edition
Concepts
Marketing
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Author (1)
Kerry Townsend
Kerry Townsend
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Kerry Townsend

Kerry Townsend is a Salesforce specialist, working with the platform since 2005 –first as a user, then as a solo Admin. She moved over to consulting in 2010, initially at boutiques, as a global systems integrator, and more recently, returning to working for herself. She has refined her skills while delivering a broad range of Salesforce solutions using multiple clouds, predominantly Sales and Marketing Cloud, for small to enterprise-size businesses. She has 16 Salesforce certifications and has been recognized as a Salesforce MVP since 2018. She is passionate about enabling others and is a Salesforce community conference and Trailblazer community's group leader. She is also a regular speaker at Salesforce conferences across the globe, including Dreamforce.
Read more about Kerry Townsend

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In-App Guidance

In-App Guidance is not an automation tool, but it can be set up to provide in-app information and prompts on how to use Sales Cloud at the time Users are accessing the screens where actions should take place. It is uniquely positioned to present Users with helpful information right at the point when they need it.

In this section, we explore why you should use In-App Guidance and some of its common Sales Cloud use cases.

Why use In-App Guidance?

In-App Guidance offers just-in-time information for Users as they use the system. Once the prompts are created, they can be activated periodically to remind Users of system usage best practices.

With the standard Sales Cloud license, it is possible to have three In-App Guidance prompts running at any given time.

Common Sales Cloud use cases

Some common use cases for In-App Guidance are providing guidance on new Sales Cloud functionalities and guiding new Users on core Sales Process and using Opportunities, on...

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Salesforce Sales Cloud – An Implementation Handbook
Published in: Apr 2024Publisher: PacktISBN-13: 9781804619643
© 2024 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Kerry Townsend

Kerry Townsend is a Salesforce specialist, working with the platform since 2005 –first as a user, then as a solo Admin. She moved over to consulting in 2010, initially at boutiques, as a global systems integrator, and more recently, returning to working for herself. She has refined her skills while delivering a broad range of Salesforce solutions using multiple clouds, predominantly Sales and Marketing Cloud, for small to enterprise-size businesses. She has 16 Salesforce certifications and has been recognized as a Salesforce MVP since 2018. She is passionate about enabling others and is a Salesforce community conference and Trailblazer community's group leader. She is also a regular speaker at Salesforce conferences across the globe, including Dreamforce.
Read more about Kerry Townsend

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