User Engagement: Get Started with User Engagement

Admin Beginner > User Engagement > Get Started with User Engagement

four basic scenarios in user engagement.

ScenarioDescriptionExamples
OnboardingShow users where to begin and what’s new or changed. Get them to the “aha moment” quickly.First time in trial or new feature area
Setting up a new feature
First time in a new release
Feature discovery and adoptionHelp beginners become experts. Help experienced users learn new things. Raise awareness of new features and releases.New feature enabled
Encourage best practices
Troubleshooting helpProvide just-in-time prompts that help users learn by doing. Offer reliable resources and access to support.User is off course
User has a question
Deeper learningGive users the skills and information they need to get as much value as possible out of your product or application.User wants a deeper understanding of a new feature

features to use with clicks (declarative development) and code (programmatic development)

ComponentDescriptionProgrammatic or Declarative?
Welcome MatProvide getting started resources the first time that users log in to Lightning Experience.Programmatic
Guidance CenterThe Trailhead icon in the header opens a menu of contextual help topics, Trailhead modules, and more items.Declarative
PromptsUse a floating, targeted, or docked prompt to let users know about new features, news, important announcements, or helpful guidance for the page they’re working on.Declarative
PopoversUse a feature popover to point to a lower-level component on the page to provide tips and best practices.Programmatic
Empty StateReplace a blank section with instructions on next steps.Programmatic
Field-level HelpDetail the purpose and function of a standard or custom field.Declarative
Setup AssistantCentralized list of tasks designed to help users onboard organizations, clouds, or features.Programmatic
WalkthroughHands-on interactive tour, guiding users through a series of onboarding steps.Declarative

which components are best suited to each scenario

ComponentOnboardingAdoption and DiscoveryTroubleshootingDeeper Learning
Welcome matOnboarding is supportedDeeper Learning is supported
Guidance CenterOnboarding is supportedTroubleshooting is supportedDeeper Learning is supported
PromptsOnboarding is supportedAdoption and Discovery is supportedTroubleshooting is supportedDeeper Learning is supported
PopoversOnboarding is supportedAdoption and Discovery is supportedTroubleshooting is supportedDeeper Learning is supported
Empty StateAdoption and Discovery is supportedTroubleshooting is supportedDeeper Learning is supported
Field-level HelpAdoption and Discovery is supportedTroubleshooting is supported
WalkthroughOnboarding is supportedAdoption and Discovery is supportedDeeper Learning is supported