Get Feedback and Iterate on Your Templates

As you create templates for your users, get feedback and iterate to make sure that they’re working as intended.

Available in: Lightning Experience

Define your template’s key features and share a template user guide.
Share your initial template with key stakeholders and get feedback.
Recommended. Create a launch plan for a pilot group of users.
1. Create a test group of up to 25 users.
2. Host an enablement session on embedded templates.
3. Gather feedback via surveys.
4. Iterate on the template and process as needed.
Finalize your template.
Create a communications channel to manage end-user communications.