A guide is a set of screens that prompts users to review, enter, or confirm data. For example, a step might display account details or prompt the user to confirm the status of a sales call. Behind the scenes, steps interact with your application by extracting and storing data. Guides run within mobile apps or on traditional platforms such as a PC or a Mac.
The following image shows the guide design process:
You can create guides without technical expertise or formal training.
You want to automate the process a sales manager follows to create a new account or update an existing account in Salesforce.
To create the guide, you perform the following general steps:
1Create the screens that contain questions and possible answers. As the options are defined, the sequence of steps from the script appear as a flowchart in the canvas.
The following image depicts the guide:
2Insert optional automated actions. For example, call a process that converts a lead and creates a new opportunity. When you run the guide, if the guide takes the appropriate path, the process is called.
3Publish the guide so that users can access it for sales activities.
