Onboarding is your first opportunity to introduce a product or service to your customers—and to make a positive first impression.
First Time in a Trial, New Product, or Feature Area
The first time a user encounters a new product or feature, provide an overview of key features and benefits. Walkthroughs are most effective when users can interact with sample (pre-populated) data, to get a feel for features and processes.
To keep prospects motivated in a trial, lead them quickly to “aha moments.” Show how your app or service can make their lives better. Use progress meters, in-app achievements, and other reward patterns to support your primary flows.
Offer one or more of the following to encourage exploration, learning, and adoption:
- Welcome message
- Information about what the product or features help to achieve
- Steps for getting started or setting things up
- Tips on how to use key features
Salesforce Product Trial Experiences
Explore a few Salesforce trials below.
- Start a Sales Cloud Enterprise trial.
- Start a Essentials trial for Small Businesses.
- Start a Service Cloud trial.
- Start a Platform trial.
- Start a Einstein Analytics trial.
- Start a Quip trial.
Setting Up a New Product or Feature
User engagement can help admins quickly identify and implement the key features that users need to be successful in Salesforce.
Use a setup assistant to give users a clear set of steps for more complex configurations—for example, getting up and running with a new social platform integration.
First Time Logging In Since New Release
After a new release, user engagement tools and techniques draw users' attention to new features, show them how to enable or use the features, and explain how the features help them.
Use a simple one-frame welcome mat for lightweight announcements of new features.
Provide a list of short walkthroughs or help topics that guide users through enabling, setting up, or getting started with the top features delivered in the release. Or present one or more short videos that show the new features in action.
If a new release requires setup, gamify the experience to encourage adoption and engagement. Provide in-app achievement markers, such as Trailhead badges or a custom reward platform.