How to Set-Up GuideIn for Salesforce Experience Cloud

As technology changes, the need to adapt and make the most out of digital transformation is also increasing.

According to research, 27% of executives believe digital transformation is the key to success[i]. And digital transformation is not possible without digital adoption.

This is where digital adoption platforms come into play.

Digital adoption platforms make digital transformation much smoother by enabling users to learn new technology quickly. And online communities that users find easy to join and navigate through lead to success.

If yours is a Salesforce-powered community, you have the opportunity to make it a space that people would want to set aside a time of the day for it and keep coming back to it, over and over. And that’s thanks to the power of Salesforce and the customization capabilities it equips all its products with.

To ensure that the users of your Salesforce-powered community swiftly familiarize themselves and adapt to it, without someone having to manually walk them through each aspect of the community, our Salesforce aces made GuideIn.

In this article, we will take you through all there is to GuideIn in detail.

GuideIn – Building Walkthroughs on Salesforce-Powered Communities

GuideIn is a Salesforce-native and Lightning-ready digital adoption platform that helps organizations onboard users on their Salesforce-powered community by providing them with guided walkthroughs on Salesforce Experience Cloud.

How to Install GuideIn

Our Salesforce experts have made installing GuideIn fairly quick and easy. Let’s take a look at the installation and post-installation steps for GuideIn.

Steps for Installation

Step 1 – Click on the provided package link.

Step 2 – After being redirected to the Salesforce login page, enter the login details of your Org in which you want to install the package.

Step 3 – Select ‘Install for All Users’ and click the ‘Install’ button.

Step 4 – Click ‘Done’.

Step 5 – After clicking on ‘Done’, you’ll be redirected to the Installed Packages page.

Post-Installation Steps

Step 1 – If you haven’t created a community before on the Org, enable ‘Digital Experiences’ from ’Settings’ to create a community first.

Step 2 – Follow the steps mentioned below to add the ‘Script Links’ to the ‘Community Experience Builder’.

– Click on All Sites → Builder → Settings → Advance → Edit Head Markup

Add the following Links to the Head Markup:

Step 3 – Add a ‘Guided Tour’ component to the Community Page to view the guided tour. For adding components, select – Components → Custom → Guided Tour.

The Components in GuideIn’s Admin Panel

The admin panel in a digital adoption platform must contain components that enable users to learn new technology efficiently.

GuideIn comes packed with several admin components that help you enable users with short, guided tours on your Salesforce-powered community.

Let’s take a look at them.

1. Page

The ‘Page’ component allows users to get details about the duration of the tour. The minimum time for which the tour must be run can also be added here.

The fields on a Page include –

• Page Name: It tells us the page name for which our tour runs.
• Is Active: This field tells us whether the page is active for the tour or not.
• Set Time Out: This field is used to set the minimum time in milliseconds for which your tour runs.
• Audience Profile: This field relates to the user’s profile that you want to show the tour.
• Community Name: This field relates to the community in which the tour is shown.
• Start Date: This field is related to the date on which the tour starts.
• Token: This field is to store the cookies.
• End Date: This field is related to the date on which the tour ends.

2. Content

This Object is used to store titles and descriptions for the targets you want to aim at on the Document Object Model (DOM).

The fields in the content component are –

• Title: This field has the name of the tile that pops up when a guided tour runs.
• DuplicateRecordExists: This field calculates the duplicacy in the content.
• Language: This field is for selecting the language of the content.
• Parent Content: This field stores the content in the English language.
• Popover Content: This field stores the content that displays in the pop-up.
• Record Type: This field stores the record type, which is either translation or content.

3. Step

This is the junction object where all the tour steps are stored for all the pages.

The fields in this component include –

● Page – Master (Guided Tour Package)
● Content – Lookup (Guided Tour Content)
● Selector – Lookup (Guided Tour Selector)

• Placement: This field tells us the placement of a particular tile on a page corresponding to the step.

• Order: This field tells the order in which that particular step will appear.

• Is active: This field acts as a switch for the steps. When the field is checked, you will see the same step in your tour. However, if the field is unchecked, the step will not appear in the tour.

• Arrow-Offset, X-offset, Y-offset: These fields are optional parameters that inform the positioning of the tile and arrow.

4. Tour Tracking

The fields in this component include –

• Community: This field is related to the community on which the tour is set.
• Page: This field is about the page of the related community.
• Progress Status: This field is related to the tour progress status.
• User’s Profile: This field is related to the profile of the user.

How to Use GuideIn’s Chrome Extension

GuideIn’s chrome extension is built to create the steps of the tour in the Salesforce Org.

It picks up the HTML selector of the selected content, which assists the admin in creating the steps of the tours in the Salesforce Org.

Steps for Using GuideIn’s Chrome Extension

1. You will be provided with the GuideIn Extension zip file.

2. Extract the zip file.

3. Next, open the Chrome browser, and click Extensions.

4. Click Manage Extensions. Extensions page will appear.

5. Click on ‘Load unpacked’.

6. Select the extracted folder of GuideIn Chrome Extension. Once uploaded, you’ll see the GuideIn Extension.

7. Click on the extension on the Chrome browser and pin the GuideIn Extension.

Picking a Target Location Using GuideIn’s Chrome Extension

Let’s take a look at the steps that need to be followed in order to pick a target location using GuideIn’s Chrome Extension –

1. Select the GuideIn Chrome extension. Once you see a pop-up, fill in your Org URL under the Salesforce Login URL column (Org in which your package is installed).

2. Click Choose Element. Now, you will see the selector on the community page.

3. Select the element on the page that you want to define as the step of the tour. Once you’ve selected the element, you’ll be redirected to the organization page with a list of existing pages.

4. If you want to create a Step on the existing pages, select the page and click Next or if you want to create a new page, click the Create New button.

5. Fill the required details to create the page and click Save. Next, create the content for the selected element.

6. After creating the content, you’ll be redirected to the Add Guided Tour Step. Fill in the details related to tour step placement and position.

7. Click Save.

8. After creating the step, you’ll see the step on the Guided Tour Steps Page.

Customizing and Branding a Theme

Theme customization manages the tour designs and allows you to create and edit different themes and apply them to the communities.

Your tour theme can be managed from the ‘Custom Theme’ tab and the default theme is activated in every community by default.

Default theme – It is pre-designed for tour that acts as a demo theme for users.

Steps to Create a Tour Theme –

1. Click the New Theme Button.

2. After clicking New Theme, you’ll be redirected to the screen below. Click Manage
Design. You’ll see the default theme specifications.

3. Fill in the theme name and select the community on which you want to activate the
tour theme.

4. Select the popover background color, popover font color, popover corner radius, and all
the required values.

5. Click Save Your Step Design.

Steps to Edit a Tour Theme –

1. Click Theme Name to edit the existing theme.

2. Change the theme specification according to requirement and click Save Your Step
Design.

Activating and Deactivating Themes Related to the Community

1. Click on Activate.

2. Once you click on Activate, you’ll see a confirmation box. Click Yes.

3. If a theme is already activated on a similar community, you have to deactivate the
existing theme first. Once done, activate another custom theme of the same
Community.

Wrapping Up

Amid rising technological change, enabling users to learn new technology quickly and making the most out of digital transformation is the key to success for organizations.

GuideIn enables you to make digital adoption on Salesforce-powered communities quick, easy, and smooth and takes you a step further in amplifying your community engagement.

References

1- 9 Statistics All Digital Transformation Leaders Should Know