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Learn Admin Essentials in Lightning Experience > User Engagement > Create In-App Prompts

Last updated at Posted at 2024-02-01

アプリケーション内ガイダンスプロンプトの FAQ


Prework:
If you didn’t complete the steps in the Link Images In Prompts section of this unit, do that now or you won’t be able to complete this challenge.

If you see a warning message and you already created a trusted URL for salesforce.com, disregard the warning.

  • Verify that pre-work is complete. In Setup, Trusted URLs should include this entry:

    • API Name: help_salesforce_com
    • URL: help.salesforce.com
    • CSP Directive: img-src (images) is selected
  • Create an in-app prompt:

    • Location: Sales Console Home page
    • Prompt Type: Docked Prompt
    • Custom theme Color Value: Dark
  • Define the prompt content:

    • Header: Check it out!
    • Title: Customize Your Console Navigation
    • Body: You can add, remove, and reorder navigation items at any time. (We won’t check this)
  • Add an image:

  • Define the prompt settings:

    • Action Button Label: Learn About Console Apps
    • Action Button URL: https://help.salesforce.com/s/articleView?id=sf.console_lex_feature_parity.htm&type=5
    • Schedule End Date: 1 month from today (we won’t check this)
    • Times to Show: 3
    • Days In Between: 5
    • Name: Customize Navigation in Console
    • API Name: CustomizeNavigationinConsole
    • Description: Tell users how to customize the navigation in the Sales Console app. (we won’t check this)
20230710admin@fukadadenki.co.jp のプレイグランドに設定

何もしないで検証ボタンをクリック

We can’t find a trusted URL for Salesforce Help in your org. Complete the Prework before you attempt this challenge.

3つのパッケージをインストールしても上記エラーは変わらない

以下で2が選べないですね。

Define a Targeted Prompt

  1. Click Single Prompt and then click Next.
  2. For Prompt Type, select Targeted Prompt.

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ヘルプをみるとでるらしいけど...

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違うプレイグランドだと表示されたので、再度おかしなプレイグランドに接続すると、機能します。キャッシュかなぁ

プロンプト内の画像をリンクするの手前までセットして検証ボタンを押してもエラーは同じ。

先頭にブランクが入っていたので、エラーになった

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できたぁって思ったら...

In the 'Customize Navigation in Console' prompt, we can’t find the Title set to 'Customize Your Console Navigation'.

間違ってタイトルにURLを設定してました。修正したら合格です。

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The prompt named 'Customize Navigation in Console' with API name set to 'CustomizeNavigationinConsole' was not added to the Sales Console Home page.

組織でこれを確認したところ、Sales アプリのホームページに「Customize Navigation in Console」という名前のプロンプトが作成されていることがわかりましたが、これは Sales Console のホームページで作成する必要があります。

I have reviewed this in your org and found that you have created a Prompt with the name "Customize Navigation in Console" in Sales app Home page but it should be created on Sales Console Home page.

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プロンプトは、「Sales」アプリではなく、「Sales Console」アプリに追加する必要があります。

You have to add the prompt on the "Sales Console" app and not on the "Sales" app !!

事前演習でのエラー?

This may not work if there is something left in your browser's cache.

Try logging out and logging in again.

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In the 'Customize Navigation in Console' prompt schedule, we can’t find the Times to Show set to '3'.

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Tried in entirely new playground and it works!

自然に解消?

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After a while, however, it worked. I don't know what happened, but I went to Specify Prompt Settings.

しかし、しばらくするとうまくいきました。何が起こったのかわかりませんが、「プロンプト設定の指定」に進みました。

Homeの設定が問題?

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言語設定も ?

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設定したホームが違う

I think the page you are setting is different.

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Check it out! の設定が見つからない

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Please check if the header is set correctly

  • Define the prompt content:
    • Header: Check it out!
    • Title: Customize Your Console Navigation
    • Body: You can add, remove, and reorder navigation items at any time. (We won’t check this)

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再設定の手順

Goto SETUP --> In-App Guidance --> Customize Navigation in Console --> Edit

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Next

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Goto SETUP --> In-App Guidance --> Customize Navigation in Console --> Delete

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In the 'Customize Navigation in Console' prompt,we can't find the image Alt Text set to 'Navigation list'

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Try removing a dot

Navigation list. --> Navigation list
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In the 'Customaize Navigation in Console' prompt,we can't find the custom theme Color Value set to 'Dark'

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画像の設定をしていない

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未解決

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