What are four basic scenarios in user engagement?
- Onboarding (show users where to begin and what’s new or changed.)
- Feature discovery and adoption (help beginners become experts, and help experienced users learn new things. Raise awareness of new features and releases.)
- Troubleshooting help (provide just-in-time prompts that help users learn by doing.)
- Deeper learning (give users the skills and information they need to get as much value as possible out of your product or application.)
What is the Welcome Mat component used for in Salesforce?
Provides getting-started resources the first time users log in to Lightning Experience. (Programmatic)
Which engagement types does the Welcome Mat support?
A. Onboarding
B. Troubleshooting
C. Adoption and Discovery
D. Deeper Learning
A. Onboarding
D. Deeper Learning
What does the Guidance Center do for users?
The Trailhead icon in the header opens contextual help, Trailhead modules, and setup guidance. (Declarative)
Which engagement types does the Guidance Center support?
A. Onboarding
B. Troubleshooting
C. Deeper Learning
D. Adoption and Discovery
A. Onboarding
B. Troubleshooting
C. Deeper Learning
What are Prompts used for in Salesforce?
Floating, docked, or targeted messages that highlight new features, news, or helpful tips. (Declarative)
Which engagement types do Prompts support?
A. Onboarding
B. Adoption and Discovery
C. Troubleshooting
D. Deeper Learning
All of them.
A. Onboarding
B. Adoption and Discovery
C. Troubleshooting
D. Deeper Learning
What are Popovers used for?
Small overlays that point to specific components to provide feature tips or best practices. (Programmatic)
Which engagement types do Popovers support?
A. Onboarding
B. Adoption and Discovery
C. Troubleshooting
D. Deeper Learning
All of them.
A. Onboarding
B. Adoption and Discovery
C. Troubleshooting
D. Deeper Learning
What is an Empty State in Salesforce?
A placeholder replacing blank sections with next-step instructions or guidance. (Programmatic)
Which engagement types does Empty State support?
A. Onboarding
B. Adoption and Discovery
C. Troubleshooting
D. Deeper Learning
B. Adoption and Discovery
C. Troubleshooting
D. Deeper Learning
What is Field-Level Help used for?
Tooltip explanations showing the purpose or function of a field. (Declarative)
Which engagement types does Field-Level Help support?
A. Adoption and Discovery
B. Troubleshooting
C. Onboarding
D. Deeper Learning
A. Adoption and Discovery
B. Troubleshooting
What does the Setup Assistant provide?
A centralized checklist to help users onboard organizations, clouds, or features. (Programmatic)
Which engagement type does Setup Assistant primarily support?
A. Onboarding
B. Troubleshooting
C. Adoption and Discovery
D. Deeper Learning
A. Onboarding
What is a Walkthrough in Salesforce?
An interactive, step-by-step guide that walks users through tasks or features. (Declarative)
Which engagement types does Walkthrough support?
A. Onboarding
B. Adoption and Discovery
C. Troubleshooting
D. Deeper Learning
A. Onboarding
B. Adoption and Discovery
D. Deeper Learning
What are the four key user engagement scenarios in Salesforce?
- Onboarding
- Feature Discovery & Adoption
- Troubleshooting Help
- Deeper Learning.
Which two are user-engagement scenarios?
A. Adoption & Discovery
B. Onboarding
C. Data Integration
D. Deep Learning
A. Adoption & Discovery
B. Onboarding
What is the difference between push and pull methods in user engagement?
Push = proactive guidance shown to users (e.g., prompts, welcome mats)
Pull = user-initiated help when they seek it out (e.g., info bubbles/field-level help).
Which methods are considered “push” in the context of user engagement?
A. Prompt shown on page load
B. Field-level help tooltip when hovered
C. Welcome mat on first login
D. User clicking Help icon to open module
A. Prompt shown on page load
C. Welcome mat on first login
