Phil's Salesforce Tip of the Week

In-App Learning – Phil’s Salesforce Tip of the Week #439

Tip One: In-App Learning

You may have recently spotted this new extra feature in your Orgs (since the Spring ’21 release). It is a great way to add prompts and walkthroughs, to share information, or train users. Have a play around and see how useful you and your Users will find it! Use this Help file to point you in the right direction.

Some further information about the In-App Learning feature – “Write the content, select the target audience, and specify where it appears and for how long. You can add multiple items to the same page, but they don’t appear at the same time. By default, a user sees only one item per 24 hours, per app. Salesforce shows it again, or cancels scheduled recurrences based on whether the user interacts with or ignores the prompt or walkthrough.”


Tip Two: Equality Quest

From Trailhead this week – “Equality champions are all around you. Learn more on how to elevate the voices of our equality champions during Black History Month and beyond. Complete the #TrailheadQuest by March 31 to earn your exclusive equality community badge. The Trailmix is comprised of 1 badge, some short articles to read, and a video from Tony Prophet’s recent keynote. Well worth an hour of investment.

Tip Three: Where’s my Cheese!?

Fancy a quick read? And the chance to take in ‘One of the most successful business books ever’ in a few hours? Originally published in 1999, ‘Who moved my cheese’ by Dr Spencer Johnson is a popular and easy-going story which gives some simple lessons in why change is good, and how to deal with it. Pick it up here or wherever you buy your new or used books.

Who will you be, Sniff, Scurry, Hem, or Haw?

What is your favourite business related book? Salesforce books, other technologies, business themed, or personal development…always good to hear recommendations!