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Welcome Mat

📘 Overview

The Welcome Mat is an interactive guide that helps users navigate a page or an application. It provides clickable tiles that can perform various actions like starting tutorials, showing modals, playing videos, or navigating to specific URLs. You can consider it a starting point to learn more about something.
The Welcome Mat is divided into two main sections: the Informational Left Pane and the Actionable Right Pane.

What Can You Do With It?

When you click on different parts (or "tiles") of the Welcome Mat, different things can happen:
  • A tutorial might start.
  • A pop-up window (modal) could appear with more info.
  • A video could play.
  • You might be taken to another webpage.

How Is It Organized?

The Welcome Mat is split into two main areas:
  1. 1.
    Informational Left Pane: This side gives you an overview or background of the topic you're exploring.
  2. 2.
    Actionable Right Pane: This side has clickable items to dive deeper into the topic.

Can You Customize It?

Yes, you can change its appearance—like the icons, colors, and what each clickable option does—to suit your needs.

What Happens When You Complete Steps?

The Welcome Mat will update to show which items you've completed as you go through the clickable options. This helps you keep track of what you've already looked at.
You can dynamically set which steps are marked as completed by using the “Mapped” attribute. This allows you to link the completion status of a step to a variable in your flow, such as a formula that decides whether a step should be marked as completed or not. In simpler terms, it lets you automatically mark steps as completed based on conditions you set in your flow.

🎚️ Changing the properties

To make the Welcome Mat more effective and customized, you have a range of properties that you can configure:

Textual Elements

  1. 1.
    Caption: This text appears above the title and serves as a short introduction or context for the Welcome Mat.
  2. 2.
    Title: This is the main heading and focuses the user's attention on what the Welcome Mat is about.
  3. 3.
    Subtitle: This text appears below the title and offers additional context or information.
  4. 4.
    Content: This is the bulk text for the introductory part of the Welcome Mat. You'll be able to include detailed information or guidelines here.

Visual Elements

  1. 1.
    Show Background Image: Toggle this option to display a background image on the Welcome Mat.
  2. 2.
    Show Dismissal Checkbox: Enabling this will display a checkbox that allows users to dismiss the Welcome Mat.
  3. 3.
    Dismissal Checkbox Label: Enter the text to be displayed next to the checkbox.

Interactive Elements

  1. 1.
    Primary Button and Secondary Button: Add one or two buttons that perform specific actions; these can be configured in the interaction panel.
  2. 2.
    Search: Adds a search box below the title and caption. The search functionality can be triggered via the interaction tab.

Layout Customization

  • Layout: Modify the layout properties, such as content width and alignment horizontally and vertically. This lets you precisely position the title, caption, and description within the left panel.

Progress Indicators

  • Progress Option: Displays a progress bar or circle that can be customized with labels, prefixes, and suffixes. This gives users a visual sense of completion through the Welcome Mat.

Multimedia Options

  • Video Options: Add a video file or a YouTube video ID on the left panel. This video will be displayed at the bottom part of the Welcome Mat.

Data Source

  • Data Source: Populate the right side of the Welcome Mat either manually or dynamically using a flow resource variable. This is where you can add additional resources or tiles for users to explore.
    • Manual Entry: If you choose this option, type in the items for your list and specify all their attributes individually.
    • Variable: With this option, you can select an existing collection from your flow (like an array or list of objects) and map its attributes to populate your list automatically.

Item

Every item in the Welcome Mat consists of the following elements:
  1. 1.
    Label: A concise and clear identifier for the item.
  2. 2.
    Name: The title or the main identifier for the item, which is usually more descriptive than the label.
  3. 3.
    Description: A brief explanation or more information regarding what the item is about or what it does.
  4. 4.
    Icon: A graphical representation or symbol associated with the item for easy and quick identification.
  5. 5.
    Completed Status: Indicates whether the user has finished or engaged with the item.
  6. 6.
    Disabled Status: Shows whether the item is currently accessible or inactive.
  7. 7.
    Link Section: The area where you define the behavior or action when the item is clicked, such as navigating to another location within Salesforce, launching another flow, or interacting with the current flow navigation.
The link section is particularly crucial as it determines the action to perform once the user interacts with the item. It can be configured to:
  1. 1.
    Navigate within Salesforce: Redirect the user to a specific page, record, or section.
  2. 2.
    Open Another Flow: Launch a different flow to continue the user journey.
  3. 3.
    Interact with Flow Navigation: Influence the ongoing flow’s path or steps based on user interaction with the item.

Possible Use Cases

Below are various examples highlighting how the Avonni Welcome Mat can address your unique business needs.
Name
Description
Onboarding Sales Representatives
New sales reps could be welcomed with tiles guiding them through different Salesforce CRM functionalities like creating a new lead, logging a meeting, or navigating through their dashboards.
Service Agent Training
Customer service agents could be guided through the Service Cloud features with tiles for each major function, including case management, using the knowledge base, and utilizing live chat features.
Feature Rollouts
Whenever there is a new feature or significant update, administrators could configure the Welcome Mat to introduce these changes, with videos or walkthroughs explaining how to use them.
Admin Console Guides
A Welcome Mat could guide Salesforce administrators through various admin tasks, like creating new roles, setting up automation rules, or running reports.
Data Quality
Tiles could be set up to guide users on how to enter quality data into the system to avoid duplicates and ensure data integrity.
Customer Onboarding in Community Portal
When customers log in to a Salesforce Community, a Welcome Mat could guide them through setting up their profile, exploring the knowledge base, or starting a service request.
Partner Training
Companies could use a Welcome Mat in a Partner Portal to guide new partners through resources like sales collateral, training materials, and co-marketing opportunities.
Healthcare Patient Portals
For healthcare organizations using Salesforce Health Cloud, patients could use the Welcome Mat to navigate through various features of the patient portal, including finding a doctor, booking an appointment, or accessing their medical records.
Finance and Banking
Financial services companies using Salesforce Financial Services Cloud can use the Welcome Mat to guide users on how to view their portfolios, set financial goals, or get in touch with their advisors.
Last modified 26d ago