Track views and completion data for prompts and walkthroughs so you can iterate and improve upon your onboarding and discovery strategy. Some quick analytics are available on the In-App Guidance page in Setup, or you can create a custom report type for more in-depth analysis. Some prebuilt, customizable reports and dashboards are available to download from AppExchange.
Required Editions
| Available in: Lightning Experience |
| Available with a limited number of active walkthroughs in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available with Enablement, which is available in Developer Edition with a limited number of add-ons and with Sales, Service, or Salesforce Platform in: Enterprise, Performance, Unlimited and Einstein 1 Sales EditionEditions for an additional cost |
| In-app guidance in Experience Cloud sites with Partner Enablement requires an Enablement add-on license and supported PRM add-on license. |
Metrics on the In-App Guidance Page in Setup
The In-App Guidance page in Setup shows these metrics for active prompts and walkthroughs.
| Column | What It Shows |
|---|---|
| Views | The number of unique users who saw the prompt or walkthrough. This number doesn’t include video views. |
| Completes | The percentage of users who clicked the Action button in a prompt, click the action link in a walkthrough, or clicked Finish on the last step of a walkthrough. |
To reset the metric values to zero, select Reset Metrics from the prompt’s or walkthrough’s actions dropdown. Consider resetting metrics when you make significant changes to an active prompt or walkthrough where the end date hasn’t passed. In this case, users see the prompt or walkthrough again after you reset its metrics.
Custom Report Type
To analyze in-app guidance usage in more detail, set up a custom report type that uses the Prompt Action object. Add these fields as columns in the report.
- Last Display Date
- Last Result
- Name
- Times Action Taken
- Times Dismissed
- Times Displayed
- User: Full Name
If you’re reviewing walkthrough data, consider adding these fields.
- Step Count
- Step Number
To create a progress percentage formula field, you can use the Step Number divided by the Step Count.
AppExchange Packages with Reports and Dashboards
To get started with analyzing in-app guidance progress, install free packages with prebuilt, customizable reports and dashboards from AppExchange.
| Package For | URL |
|---|---|
| Prompts | In-App Guidance Dashboard: Prompt Engagement |
| Walkthroughs | In-App Guidance Dashboard: Walkthrough Engagement |