Thu, 14 January 2021
For this episode of the Salesforce Admins Podcast, we’ve got Grace Li, Product Manager for Admin Home, In-App Learning, and Guidance Center at Salesforce. She’ll fill us in on everything new in Spring 21 or Guidance Center and In-App Learning, and be sure to check out January’s Release Readiness broadcast for even more info.
Join us as we talk about the powerful new features you can use in Spring ‘21, and what’s in store for the future.
You should subscribe for the full episode, but here are a few takeaways from our conversation with Grace Li.
The keys to a successful project.
“We’ve been hearing from admins that they really want to know more from Salesforce, they want guidance, they want to know best practices and they just really want to know how to set their org up for success,” Grace says. In-App Guidance takes all of the knowledge we’ve gathered talking to customers all over the world and puts it right in front of you.
If you’re spinning up a new org and you want to follow best practices, you’re going to see a new thing called Guidance Center. It’ll give you a checklist of all the things Salesforce thinks will be helpful for you as you’re setting up your new org. It’ll tailor itself according to your level of experience, so whether you’re a first-timer or a seasoned veteran, you’ll get some timely advice and a spotlight on features you’ll want to play around with as you get everything configured.
Coming up in the future, Grace and her team are looking to broaden the scenarios where In-App Guidance can play a role. For example, to help you prepare for an upcoming release and get a handle on new features.
Learning has always been an important part of being a Salesforce admin, and In-App Learning kicks it up a notch. “We’re bringing that fun Trailhead experience right inside the application where you’re doing your work,” Grace says, and this can also help you train your users by putting the right training in the right place.
You can also assign Trailhead modules to specific users in your org, so if you have someone who needs to review something they can simply open their panel to see what you’ve put in there for them. You can also give business leaders the opportunity to customize what shows up for their team without needing admin privileges, so they can take the lead on training and coordinating their team.
Direct download: New_Spring_21_Feature__In-App_Learning_with_Grace_Li.mp3
Category:general -- posted at: 3:00am PDT