Overview
Transitioning to a new system is always challenging, particularly one as powerful as Practifi. That's why we've created the Welcome app, a series of pages that introduce the core concepts of Practifi, accessed through clickable tiles and a persistent side menu. These pages focus on product fundamentals, such as basic navigation and using the Home page, to help users get up and running quickly. Each area includes a brief summary, with links to the Practifi Success knowledge base for users who want to explore a topic in more depth.
This app is the first thing new users see when they log in to Practifi, and it remains available from the App Launcher as a handy reference guide they can return to anytime.
Pages
Users can select the tabs located along the left-hand side to navigate through the following topics on their respective pages:
- Basic Navigation
- Using Pages
- Home Page
- Understanding the Home Page
- Logging Calls, Events, and Tasks
At the bottom of each page, a Next button appears, allowing users to progress through the topics. Links to related knowledge base articles are also available for further reading.
🛠 Implementation Details
- The two profiles included with the product, Practifi User - Salesforce and Practifi User - Salesforce Platform, have been modified to set their default app to Welcome (previously Team Member).
- Existing Practifi organizations will need to modify their profiles if they want new users to start from the Welcome app.
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