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A UX Designer wants to ensure new Salesforce users are given the appropriate onboarding experience. Which two on-App Guidance customizations should be used?
Correct Answer: A,B
Recent Comments (The most recent comments are at the top.)
Zyon - Sep 04, 2025
A and C. Explanation
Specify prompt scheduling (A): Allows you to control when and how often the prompt will appear for new users. This ensures that onboarding guidance shows up at the right time.
Set prompt permissions (C): Defines which profiles, roles, or audiences will see each prompt. This ensures that only new users receive onboarding guidance, avoiding distractions for advanced users.
B. Customize prompt theme: This is only for visual styling (colors/design), not directly relevant to onboarding customization.
D. Configure minimum three steps: Not required. Walkthroughs can have one or multiple steps depending on the need.
Recent Comments (The most recent comments are at the top.)
A and C.
Explanation
Specify prompt scheduling (A): Allows you to control when and how often the prompt will appear for new users. This ensures that onboarding guidance shows up at the right time.
Set prompt permissions (C): Defines which profiles, roles, or audiences will see each prompt. This ensures that only new users receive onboarding guidance, avoiding distractions for advanced users.
B. Customize prompt theme: This is only for visual styling (colors/design), not directly relevant to onboarding customization.
D. Configure minimum three steps: Not required. Walkthroughs can have one or multiple steps depending on the need.
All A, B and C are possible...
B & C
https://help.salesforce.com/s/articleView?id=sf.customhelp_lex_prompt_consider.htm&type=5