Did you know that 74% of organizations say user adoption is the biggest obstacle to Salesforce success? Yet (surprisingly) many companies still struggle with guiding their users effectively. If your Salesforce users feel lost or overwhelmed, it’s a sign that your Salesforce user guidance needs an upgrade.
But here’s the good news: by leveraging smart tools like Salesforce in-app guidance and Salesforce walkthroughs, you can transform confusion into clarity and empower your team to thrive.
In this post, we'll explore how these tools work and how you can avoid the common pitfalls that sabotage user adoption. Let’s begin!
Salesforce in-app guidance is for user training and support right where users need it most – inside Salesforce itself. Instead of relying solely on traditional training sessions or lengthy manuals, in-app guidance provides contextual, on-the-spot help that users can access while working in Salesforce.
Think of it as a virtual coach gently nudging users in the right direction, without disrupting their workflow. This feature lets admins design prompts and walkthroughs that appear directly on Salesforce Lightning pages, guiding users step by step or delivering bit sized tips. What makes it especially powerful is that you don’t need coding skills to set it up. Yes, it’s fully declarative!
The two main types of in-app guidance are Single Prompts and Walkthroughs:
Plus, Salesforce itself uses this feature extensively to boost adoption of tools like Einstein Search. So, when you use Salesforce user guidance through in-app prompts and walkthroughs, you’re adopting best practices straight from the source.
Keep in mind that these prompts can be customized to appear based on user profiles, permissions, or specific pages. This targeted approach helps avoid overwhelming users with irrelevant information.
When it comes to helping your users understand and adopt Salesforce, nothing beats Salesforce in app guidance. It’s like having a friendly expert by their side, pointing the way as they work in real time. This native feature lets you create tailored prompts and walkthroughs inside the Salesforce platform, making learning easy, contextual and immediate.
First off, it’s non intrusive and the guidance appears exactly when they need it. It doesn’t force users to stop what they’re doing and attend a training session or read lengthy manuals. Plus, because it’s interactive, users engage more and remember the steps better.
Moreover, Salesforce user guidance through in app prompts can be personalized by role or profile. This means sales reps, support agents and marketers can all get tailored help that speaks directly to their daily tasks.
Getting started with Salesforce in app guidance is easier than you might think:
A Salesforce walkthrough is a step-by-step guide that users can follow right inside the app. Unlike static training materials, these walkthroughs are interactive and can show users exactly what buttons to click or fields to fill out.
Here are some tips for making your walkthroughs effective:
Companies often overlook the power of continuous guidance. For example, when rolling out a new feature or process, many assume users will “figure it out.” Instead, with Salesforce walkthroughs and in-app prompts, you can highlight changes proactively. This approach drastically reduces confusion and errors.
Imagine a sales team struggling with a new opportunity creation process. A targeted walkthrough can step them through each field and decision point. Or, for support agents, quick prompts can remind them of compliance steps during ticket handling. The possibilities are endless.
The best part about Salesforce in app guidance is that it’s measurable. You can track how many users interact with prompts or complete walkthroughs. Use this data to tweak messaging or timing. After all, the goal is to empower users—not annoy them.
Even though in app guidance is powerful, there are a few traps to avoid:
When it comes to improving Salesforce adoption, nothing beats Salesforce in-app guidance. Why? Because it offers users help exactly where and when they need it — right inside the app.
Traditional training can be clunky. It often involves long manuals or separate training sessions that users forget once they’re back in front of their screens. On the other hand, Salesforce walkthroughs and in-app prompts guide users step-by-step through their tasks. This kind of support removes guesswork and confusion.
For example, when a user logs into Salesforce for the first time, a well-designed Salesforce walkthrough can show them how to enter leads, update contacts, or create reports without overwhelming them with too much info at once. Instead of jumping into a complex interface blindfolded, they’re gently led through the process. This approach builds confidence and reduces the need for constant helpdesk support.
One size does not fit all, especially in Salesforce. Sales reps, service agents and marketers all use the platform differently. That’s where Salesforce in-app guidance shines. It can be customized based on a user’s role, experience level, or even the specific task they’re performing.
For instance, a new sales rep might get a walkthrough on creating an opportunity, while a seasoned account manager sees prompts about advanced reporting features. This targeted assistance means users get relevant tips without feeling bombarded by irrelevant information.
We all know how frustrating it is to stop what you’re doing to look for help. It kills momentum and wastes time. In-app guidance keeps users focused by offering solutions right when obstacles appear. So instead of hunting for tutorials or calling support, users find answers on the spot.
By smoothing out these bumps, Salesforce user guidance leads to faster task completion and fewer errors. Over time, this drives better business outcomes and happier employees.
Business processes evolve and so should your guidance materials. The beauty of Salesforce in-app guidance is that admins can quickly update walkthroughs or prompts as workflows change. This agility ensures that the guidance stays relevant without requiring a full retrain.
Moreover, as your company grows, you can easily scale this approach to onboard new hires faster and keep everyone aligned on best practices.
In-app guidance tools often come with analytics. This lets you track how users interact with prompts or walkthroughs. You can see where they struggle, which steps they skip, or how long they spend on certain tasks.
This data is pure gold. It helps you refine your Salesforce walkthroughs and user guidance, creating a feedback loop that continually improves the user experience. The result? A more intuitive Salesforce environment that adapts to your team’s needs.
Traditional classroom training or third-party workshops can be expensive and disruptive. With Salesforce user guidance embedded in the app, you reduce reliance on external training sessions. Users learn by doing, which is proven to be more effective.
This means less downtime, lower training expenses and more budget freed up for other important projects.
Guiding your users effectively inside Salesforce doesn’t have to be a headache. With the right use of Salesforce user guidance tools you can dramatically improve adoption, reduce frustration and boost productivity.
If you want expert help crafting smart and tailored Salesforce guidance that truly sticks, PixelConsulting has your back. Our team makes Salesforce simple and powerful for your business, helping you avoid the usual pitfalls and thrive in today’s fast paced CRM world.
Salesforce In App Guidance is a built-in feature that delivers helpful prompts and walkthroughs inside the Salesforce interface. It guides users step-by-step as they work, making adoption easier and reducing confusion without disrupting their workflow.
By providing timely, contextual tips directly within Salesforce, in app guidance helps users learn features as they go. This reduces training time, lowers errors and boosts confidence, resulting in higher user engagement and better overall adoption rates.
A Salesforce walkthrough is an interactive, step-by-step guide inside the platform that shows users how to complete tasks. It helps users understand processes quickly by highlighting buttons, fields and actions in a clear sequence.
To create a walkthrough, go to Setup, search for In-App Guidance, then select “Walkthroughs.” From there, build your step-by-step prompts, target specific users, schedule visibility and preview before publishing to ensure clarity and flow.
Yes! You can tailor prompts and walkthroughs based on user roles, profiles, or permission sets. This ensures each user receives relevant guidance tailored to their specific tasks, making the help more meaningful and effective.
It depends on your users’ needs, but prompts should be balanced—not too frequent to avoid annoyance and not too rare to miss key learning moments. Use the scheduling settings to control timing and frequency for the best impact.
Read Also: Salesforce Implementation Guide
