Configuration guide: Adopt - Salesforce essentials

The configuration options on this page are only accessible to administrators.

Refer to the Usage guide: Adopt - Salesforce essentials to use library content as a standard user.

Prerequisites

This library pack contains content from the following required expansion products:

Digital adoption - Adopt

Some of these products offer default access to their respective content and can still be used without expansion products.

Refer to the Nexthink Infinity thresholds and limits overview documentation for more information about default thresholds for expansion products.

Included content and dependencies

This library pack contains the following content and dependencies:

Content type

Name

Description

Dependencies

Adopt guide

Account - How to create

Helps new users confidently and correctly create accounts outside the lead conversion flow, maintaining data integrity and supporting business processes

None

Contact - How to create

Helps new employees understand how to correctly create a Contact in Salesforce if not using lead conversion process.

None

Lead - How to create

Help new users understand the importance of properly creating a Lead. The purpose is to gather enough data to determine whether the lead is worth pursuing

Lead - How to convert

Helps new employees confidently and correctly convert qualified Leads into actionable records (Accounts, Contacts, and Opportunities) aligned with the organization's sales process.

User - Personalize the Nav bar

Helps new employees customize the navigation bar, by adding, removing, or reordering tabs based on the tools and objects they use most frequently

User - Delegated approver setup

Helps Salesforce users using CPQ set up a delegated approver.

Configuring "Adopt - Salesforce essentials"

Adapt these suggested configuration steps to edit and customize content according to your organizational needs.

Follow these steps to install and configure content:

Before configuration - Install library pack content from Nexthink Library
Step 1 - Configure guides

Step 1 - Configure guides

From the main menu, navigate to the Applications > Manage adoption guides page.

The installed guides will be unattached.
Select a guide, and using the menu, choose "Attach to an application."

Choose your application from the list, and click OK.

By default, your installed guide will be in draft mode.
You are free to edit the guide, change the description and assign key page restrictions if required.
Once the guide settings are complete, you can publish the guide.

Your guide will now be available in the Context help menu.