Role-specific onboarding with Appcues + Salesforce
Appcues + Salesforce
If you already know a user's department in Salesforce, why ask them again in Appcues? Pull their department from Salesforce and provide a more personalized onboarding experience based on their profile and likely interests.
What metric will this impact?
Activation and retention. Faster, easier time-to-value increases your chances of engaging a user and retaining them for a longer period of time.
How does this work?
From Salesforce, you'll need the "department" or "role" field on the user object/profile. Then in Appcues we'll build the onboarding content.
In Appcues, build out an onboarding experience for your users and include specific content for each role type. The Product-led Growth: Evaluators Playbook is a great place to start for the type of content you should create.
For targeting the flow, in the Audience section find the salesforce property we connected for their department/role. And because this is for onboarding, you'll want to include targeting (possibly through a segment) for new users.
Publish, and let the onboarding begin!