Table of Contents

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  1. Preface
  2. Understanding Data Types and Field Properties
  3. Designing Processes
  4. Using and Displaying Data
  5. Designing Guides
  6. Designing Process Objects
  7. Designing Service Connectors
  8. Using Connectors
  9. System Services, Listeners and Connectors

2. Design

2. Design

Designing Guides

Designing Guides

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:
This image shows the steps involved in creating a guide
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:
  1. Create 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:
    This image shows the canvas view of a guide that automates the process a sales Manager follows to create or update an account.
  2. Insert 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.
  3. Publish the guide so that users can access it for sales activities.