Headlines Marquee - No, I will not unleash that on anyone. Screen Steps - has unfortunately priced itself out of the reasonable pricing realm now Įlements Cloud - Too Expensive, too time consuming, too opinionated.Īnnouncements Viewer (Salesforce Labs) - No docs, looks ugly Service Agent Script for Lightning Flow - just build it yourself.Ĭrowd Guide from Train the Crowd - Classic Only still. In-App Guidance Walkthroughs - requires a myTrailhead licence for each user US$25/u/m - not worth it. Quip - yeah, Quip is lovely but you need the full version that integrates with Salesforce and that is just exy. But you could then use this component to embed knowledge articles in pages. Knowledge creators need to have a Knowledge licence which is paid. If you have a resource who’s job it is to do help documentation then this might be useful. But if you go over 10 users you have to pay for the first 10 first. It is difficult to get set up and even after setting it up I can’t get it to work well. Or just create a Web Tab with a link to a Google Doc or SharePoint for a quick and easy option.īox Lightning Component - a really nice lightweight option. This works in Lightning too! I still like this option. I use Screen Steps to create the HTML files. Works really well, but the HTML files have to be very small. This option is for LWCs and this stackexchange post gives a nice complex example.Īnd save them as a Static Resource, and create a custom tab to access it. Or use this trick to show standard help text on custom Visualforce pages. But sometimes Trailhead is not good for general users, it is better for people learning how to administer Salesforce.Ĭreate your own Visualforce pages for Object Level Help. Link to custom help documents in the top right hand corner Tips (good enough for Free, but there is some paid options also - eg Videos is a paid option. In-app guidance doesn't appear in the Salesforce mobile app.įlow - can be a little slow, can bog down the page a bit. You can’t add in-app guidance to windows (such as Add Record), related lists, the Setup app, or Communities. This is the biggest limitation that makes it not suitable for a help system. Instead, the prompt can appear more than once to ensure that the user acknowledges the content. You can’t add Lightning Components to in-app guidance.Ī user can’t reopen a prompt on demand. You can’t create in-app guidance for a specific record type or globally. You can’t make in-app guidance display because of field values. In-App Guidance - only for short term notifications. Link to documents eg in Google Docs, SharePoint, Teams, Quip I can’t find this app anywhere now, even as the new name of CT Consulting Alert Message. Lightning Messaging Utility (Salesforce Labs) - can do quite a lot ( Docs) and was just featured on an article by the Labs team showcasing 15 new Labs AppsĪlert Message on any object (CloudRebelz) - simple ( Docs ) This option - it’s a bit heavy handed though and just say NO to GIFs! This post is a little more involved and deals with picklist values I think it’s far too limiting as there needs to be a separate field for each error message needed. See this post and note the “considerations”.
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