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Version: 5.13

b+s Connects In-App Guidance

Introduction​

The b+s Connects In-App Guidance package includes a number of prompts and walkthroughs developed by b+s and distributed through an unmanaged package. The In-App Guidance distributed with the package can be useful to CRM Admins on the first configuration of a b+s Configuration record. It displays a series of prompts and walkthroughs starting from the standard list of b+s Configuration records, guiding the Salesforce Admin through the process of creating a new b+s Configuration record and the configuration of its essential settings, ultimately providing a working CTI Phone.

This document provides information about the installation of the b+s Connects In-App Guidance package and the configuration of its components.

important

The b+s Connects In-App Guidance requires the b+s Connects for Salesforce package to be already installed in the Salesforce org.

note

In-App Guidance only works in Lightning Experience.

The package is distributed as a Salesforce unmanaged package, which contains the following components:

  • (Prompt) Quick b+s Configuration Page guide

The In-App Guidance is installed and set as active by default (fully accessible and editable).

Installation​

b+s Connects In-App Guidance v1.0​

  1. Open in a browser: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t09000000GHyf
  2. Login to Salesforce using the username of the Org where the b+s Connects In-App Guidance package will be installed
  3. Follow the instructions on screen and click on the Install button
  4. Once the package is installed, the components in the list above should exist in the Setup > User Engagement > In-App Guidance page and be fully editable.

Configuration​

Once installed, the In-App Guidance "Quick b+s Configuration Page guide" is active and enabled by default.

In order to preview, edit the prompts/walkthroughs, reset the metrics, deactivate or delete the In-App Guidance:

  1. Open Setup | In-App Guidance
  2. Click on the arrow icon on the right hand side of the screen, on the "Quick b+s Configuration Page guide" prompt row to open the options menu
  3. Select the action required

tip

Please refer to the official Salesforce documentation in order to learn how to edit, selectively display the in-app guidance to specific profiles only, to schedule its appearance or to set the frequency the guidance will be shown and the days between occurrences.