[{"data":1,"prerenderedAt":416},["ShallowReactive",2],{"navigation":3,"page-\u002Fen\u002Fcollaboration\u002Fonboarding-and-learn":250,"\u002Fen\u002Fcollaboration\u002Fonboarding-and-learn-surround":410,"comments-\u002Fen\u002Fcollaboration\u002Fonboarding-and-learn":415},[4],{"title":5,"path":6,"stem":7,"children":8,"page":249},"En","\u002Fen","en",[9,53,87,129,163,200,242],{"title":10,"path":11,"stem":12,"children":13,"icon":52},"CRM Analytics Foundations","\u002Fen\u002Ffoundations","en\u002F1.foundations\u002F1.index",[14,16,20,24,28,32,36,40,44,48],{"title":15,"path":11,"stem":12},"Welcome & Dev Org",{"title":17,"path":18,"stem":19},"Graded Quiz","\u002Fen\u002Ffoundations\u002Fquiz","en\u002F1.foundations\u002F10.quiz",{"title":21,"path":22,"stem":23},"What Is CRM 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Steps","\u002Fen\u002Ffoundations\u002Fsix-steps-and-interview-prep","en\u002F1.foundations\u002F8.six-steps-and-interview-prep",{"title":49,"path":50,"stem":51},"Interview Questions","\u002Fen\u002Ffoundations\u002Finterview-questions","en\u002F1.foundations\u002F9.interview-questions","i-lucide-compass",{"title":54,"path":55,"stem":56,"children":57,"icon":86},"Setup & User Provisioning","\u002Fen\u002Fsetup","en\u002F2.setup\u002F1.index",[58,60,64,68,72,76,80,83],{"title":59,"path":55,"stem":56},"Provisioning Users",{"title":61,"path":62,"stem":63},"Licenses & Permissions","\u002Fen\u002Fsetup\u002Flicenses-and-permission-sets","en\u002F2.setup\u002F2.licenses-and-permission-sets",{"title":65,"path":66,"stem":67},"Integration User","\u002Fen\u002Fsetup\u002Fthe-integration-user","en\u002F2.setup\u002F3.the-integration-user",{"title":69,"path":70,"stem":71},"Security 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Dataset?",{"title":17,"path":95,"stem":96},"\u002Fen\u002Fcreating-datasets\u002Fquiz","en\u002F3.creating-datasets\u002F10.quiz",{"title":98,"path":99,"stem":100},"The Data Landscape","\u002Fen\u002Fcreating-datasets\u002Fthe-data-landscape","en\u002F3.creating-datasets\u002F2.the-data-landscape",{"title":102,"path":103,"stem":104},"Upload a CSV","\u002Fen\u002Fcreating-datasets\u002Fload-data-from-csv","en\u002F3.creating-datasets\u002F3.load-data-from-csv",{"title":106,"path":107,"stem":108},"Grain, Lookups & Joins","\u002Fen\u002Fcreating-datasets\u002Fgrain-lookups-and-joins","en\u002F3.creating-datasets\u002F4.grain-lookups-and-joins",{"title":110,"path":111,"stem":112},"Dataset Builder","\u002Fen\u002Fcreating-datasets\u002Fbuild-with-dataset-builder","en\u002F3.creating-datasets\u002F5.build-with-dataset-builder",{"title":114,"path":115,"stem":116},"Run the Dataflow","\u002Fen\u002Fcreating-datasets\u002Frun-and-troubleshoot-the-dataflow","en\u002F3.creating-datasets\u002F6.run-and-troubleshoot-the-dataflow",{"title":118,"path":119,"stem":120},"Build with a Recipe","\u002Fen\u002Fcreating-datasets\u002Fbuild-the-same-dataset-with-a-recipe","en\u002F3.creating-datasets\u002F7.build-the-same-dataset-with-a-recipe",{"title":122,"path":123,"stem":124},"Combine Datasets","\u002Fen\u002Fcreating-datasets\u002Fcombine-datasets","en\u002F3.creating-datasets\u002F8.combine-datasets",{"title":49,"path":126,"stem":127},"\u002Fen\u002Fcreating-datasets\u002Finterview-questions","en\u002F3.creating-datasets\u002F9.interview-questions","i-lucide-database",{"title":130,"path":131,"stem":132,"children":133,"icon":162},"Lenses & Explorations","\u002Fen\u002Flenses-and-explorations","en\u002F4.lenses-and-explorations\u002F1.index",[134,136,140,144,148,152,156,159],{"title":135,"path":131,"stem":132},"What Is a Lens?",{"title":137,"path":138,"stem":139},"Analytics Tab & Apps","\u002Fen\u002Flenses-and-explorations\u002Fthe-analytics-tab-and-apps","en\u002F4.lenses-and-explorations\u002F2.the-analytics-tab-and-apps",{"title":141,"path":142,"stem":143},"Explorer Mode Basics","\u002Fen\u002Flenses-and-explorations\u002Fexplorer-mode-basics","en\u002F4.lenses-and-explorations\u002F3.explorer-mode-basics",{"title":145,"path":146,"stem":147},"Chart, Table & SAQL","\u002Fen\u002Flenses-and-explorations\u002Fchart-table-and-saql-modes","en\u002F4.lenses-and-explorations\u002F4.chart-table-and-saql-modes",{"title":149,"path":150,"stem":151},"Editing Fields","\u002Fen\u002Flenses-and-explorations\u002Fediting-fields-and-metadata","en\u002F4.lenses-and-explorations\u002F5.editing-fields-and-metadata",{"title":153,"path":154,"stem":155},"Conversational 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Faceting","\u002Fen\u002Fdesigning-dashboards\u002Fdate-toggles-and-faceting","en\u002F5.designing-dashboards\u002F3.date-toggles-and-faceting",{"title":178,"path":179,"stem":180},"Tables, Images & Themes","\u002Fen\u002Fdesigning-dashboards\u002Ftables-images-and-themes","en\u002F5.designing-dashboards\u002F4.tables-images-and-themes",{"title":182,"path":183,"stem":184},"Tooltips & Chart Markers","\u002Fen\u002Fdesigning-dashboards\u002Ftooltips-and-chart-markers","en\u002F5.designing-dashboards\u002F5.tooltips-and-chart-markers",{"title":186,"path":187,"stem":188},"KPI Micro Charts","\u002Fen\u002Fdesigning-dashboards\u002Fkpi-micro-charts","en\u002F5.designing-dashboards\u002F6.kpi-micro-charts",{"title":190,"path":191,"stem":192},"Linking Dashboards","\u002Fen\u002Fdesigning-dashboards\u002Flinking-dashboards","en\u002F5.designing-dashboards\u002F7.linking-dashboards",{"title":17,"path":194,"stem":195},"\u002Fen\u002Fdesigning-dashboards\u002Fquiz","en\u002F5.designing-dashboards\u002F8.quiz",{"title":49,"path":197,"stem":198},"\u002Fen\u002Fdesigning-dashboards\u002Finterview-questions","en\u002F5.designing-dashboards\u002F9.interview-questions","i-lucide-layout-dashboard",{"title":201,"path":202,"stem":203,"children":204,"icon":241},"Collaboration","\u002Fen\u002Fcollaboration","en\u002F6.collaboration\u002F1.index",[205,207,210,214,218,222,226,230,234,238],{"title":206,"path":202,"stem":203},"Why Collaboration Matters",{"title":49,"path":208,"stem":209},"\u002Fen\u002Fcollaboration\u002Finterview-questions","en\u002F6.collaboration\u002F10.interview-questions",{"title":211,"path":212,"stem":213},"Sharing a Dashboard","\u002Fen\u002Fcollaboration\u002Fsharing-a-dashboard","en\u002F6.collaboration\u002F2.sharing-a-dashboard",{"title":215,"path":216,"stem":217},"Notifications & Annotations","\u002Fen\u002Fcollaboration\u002Fnotifications-and-annotations","en\u002F6.collaboration\u002F3.notifications-and-annotations",{"title":219,"path":220,"stem":221},"Downloading Data","\u002Fen\u002Fcollaboration\u002Fdownloading-data","en\u002F6.collaboration\u002F4.downloading-data",{"title":223,"path":224,"stem":225},"Self-Service Explore","\u002Fen\u002Fcollaboration\u002Fself-service-exploration","en\u002F6.collaboration\u002F5.self-service-exploration",{"title":227,"path":228,"stem":229},"Views","\u002Fen\u002Fcollaboration\u002Fviews","en\u002F6.collaboration\u002F6.views",{"title":231,"path":232,"stem":233},"Subscriptions & Watchlists","\u002Fen\u002Fcollaboration\u002Fsubscriptions-and-watchlists","en\u002F6.collaboration\u002F7.subscriptions-and-watchlists",{"title":235,"path":236,"stem":237},"Onboarding & Learn","\u002Fen\u002Fcollaboration\u002Fonboarding-and-learn","en\u002F6.collaboration\u002F8.onboarding-and-learn",{"title":17,"path":239,"stem":240},"\u002Fen\u002Fcollaboration\u002Fquiz","en\u002F6.collaboration\u002F9.quiz","i-lucide-users",{"title":243,"path":244,"stem":245,"children":246,"icon":248},"This is Section","\u002Fen\u002Fthis-is-section","en\u002F7.this-is-section\u002F1.index",[247],{"title":243,"path":244,"stem":245},"i-lucide-book-open",false,{"id":251,"title":252,"access":253,"body":254,"description":400,"extension":401,"interview":253,"links":253,"meta":402,"navigation":403,"passScore":253,"path":236,"quiz":253,"seo":404,"stem":237,"video":405,"__hash__":409},"docs\u002Fen\u002F6.collaboration\u002F8.onboarding-and-learn.md","Onboarding Videos and the Learn Action",null,{"type":255,"value":256,"toc":390},"minimark",[257,261,270,275,287,291,295,326,329,333,336,341,345,352,355,365,369,372,379],[258,259,252],"h1",{"id":260},"onboarding-videos-and-the-learn-action",[262,263,264,265,269],"p",{},"We've spent this section on features that push data to users. The last one pushes ",[266,267,268],"em",{},"understanding"," to them — and it addresses the most common reason a dashboard quietly dies: nobody was ever sure what they were looking at.",[271,272,274],"h2",{"id":273},"the-onboarding-property","The onboarding property",[262,276,277,278,282,283,286],{},"Every widget has an ",[279,280,281],"strong",{},"onboarding"," property in the dashboard editor. Set it, and the widget gains a ",[279,284,285],{},"Learn"," action in its menu. A user who clicks it gets a video explaining that widget.",[288,289],"lesson-steps",{":items":290},"[{\"title\":\"Record a short explainer\",\"description\":\"Sixty to ninety seconds is plenty. What the metric means, where the data comes from, how often it refreshes, and one thing people commonly misread.\"},{\"title\":\"Host it where your users can reach it\",\"description\":\"YouTube (public or unlisted) is the usual choice. Unlisted is often the right call for internal content — reachable by link, not indexed or discoverable.\"},{\"title\":\"Set the onboarding property on the widget\",\"description\":\"Select the widget in the dashboard editor, find the onboarding property in the panel, and paste the video URL.\"},{\"title\":\"Save and test as a viewer\",\"description\":\"Open the widget's action menu, choose Learn, and confirm the video actually plays in the panel — not just that the action appears.\"}]",[271,292,294],{"id":293},"the-gotcha-it-must-be-an-embed-url","The gotcha: it must be an embed URL",[296,297,299,306],"tip",{"icon":298},"i-lucide-triangle-alert",[262,300,301,302,305],{},"The URL you paste has to be a YouTube ",[279,303,304],{},"embed"," URL, not the ordinary watch link from your browser's address bar.",[262,307,308,309,312,313,317,318,321,322,325],{},"Get it from the video's ",[279,310,311],{},"Share → Embed"," option — that gives you the ",[314,315,316],"code",{},"youtube.com\u002Fembed\u002F..."," form. Pasting the normal ",[314,319,320],{},"youtube.com\u002Fwatch?v=..."," link (or the ",[314,323,324],{},"youtu.be\u002F..."," short link) results in a Learn action that opens to nothing, with no obvious error explaining why.",[262,327,328],{},"This is worth double-checking every single time, because the failure is silent. The property saves happily, the Learn action appears in the menu, and the whole thing looks configured — right up until a user clicks it and gets an empty panel. Always test the action after saving, from a viewer's perspective rather than the editor's.",[271,330,332],{"id":331},"what-to-actually-put-in-the-video","What to actually put in the video",[262,334,335],{},"The temptation is to explain the chart. Users can usually see the chart. What they can't see is everything around it:",[337,338],"lesson-cards",{":columns":339,":items":340},"2","[{\"title\":\"Definition and source\",\"icon\":\"i-lucide-book-open\",\"description\":\"What exactly counts as 'open pipeline' here? Which object, which filters, which stages are excluded? This is the question that generates the most emails.\"},{\"title\":\"Freshness\",\"icon\":\"i-lucide-refresh-cw\",\"description\":\"When the data last refreshed and how often it does. A user comparing a dashboard to a Salesforce report needs to know they're seeing last night's snapshot.\"},{\"title\":\"How to read it\",\"icon\":\"i-lucide-eye\",\"description\":\"What the colours mean, what a click does, which parts are interactive. Faceting behaviour is invisible until someone tells you it exists.\"},{\"title\":\"The common misreading\",\"icon\":\"i-lucide-alert-triangle\",\"description\":\"Every metric has one. Name it explicitly — 'this excludes renewals, so it won't tie to the finance number' saves a quarter of confused conversations.\"}]",[271,342,344],{"id":343},"why-this-belongs-in-a-collaboration-section","Why this belongs in a collaboration section",[262,346,347,348,351],{},"Onboarding videos are documentation that lives ",[279,349,350],{},"where the question gets asked",". A wiki page explaining your dashboard is read by nobody; a Learn action on the widget someone is confused by right now is read by exactly the person who needs it.",[262,353,354],{},"Reserve it for the widgets that earn it — the calculated metrics, the ones with non-obvious business rules, the ones you've already had to explain twice. Attaching a video to a straightforward count of open cases is effort spent where nobody was confused.",[296,356,358],{"icon":357},"i-lucide-graduation-cap",[262,359,360,361,364],{},"A practical pattern: record one video per ",[266,362,363],{},"dashboard"," covering the two or three genuinely tricky widgets, attach it to each of them, and you've built a self-service help layer in about half an hour. It doesn't have to be one video per widget to be useful.",[271,366,368],{"id":367},"wrapping-up-the-section","Wrapping up the section",[262,370,371],{},"Look back over what we've covered: sharing and print, notifications, annotations, exports, explore, views, subscriptions, watchlists, and now in-dashboard help. Not one of them required a line of code, a new license, or a change to your data model. They were all sitting there the whole time.",[262,373,374,375,378],{},"That's the theme worth carrying out of this section. Adoption is rarely a build problem — it's a ",[279,376,377],{},"communication"," problem. The designer who spends thirty minutes walking their audience through these features will get more usage out of an average dashboard than a designer who spends thirty hours perfecting a beautiful one nobody was taught to use.",[262,380,381,382,385,386,389],{},"Next, put it to the test with the ",[279,383,384],{},"graded quiz"," — and then rehearse the ",[279,387,388],{},"interview questions"," out loud.",{"title":391,"searchDepth":392,"depth":393,"links":394},"",1,2,[395,396,397,398,399],{"id":273,"depth":393,"text":274},{"id":293,"depth":393,"text":294},{"id":331,"depth":393,"text":332},{"id":343,"depth":393,"text":344},{"id":367,"depth":393,"text":368},"Attach a help video to a CRM Analytics widget with the onboarding property so users can teach themselves via the Learn action — and avoid the gotcha that the URL must be a YouTube embed link, not a normal watch link.","md",{},{"title":235},{"title":252,"description":400},{"id":406,"start":407,"end":408},"O3VOuWrCsIY",1225,1410,"t-hLTfIrEbuGJi9_pb4lIhB1JFsvb4N89fzbA5xeXxU",[411,413],{"title":231,"path":232,"stem":233,"description":412,"children":-1},"Schedule CRM Analytics widget subscriptions as recurring emails, combine widgets from multiple dashboards, use table subscriptions for real CSV attachments with their own permission, and pin trending metrics to your home screen with the watchlist.",{"title":17,"path":239,"stem":240,"description":414,"children":-1},"Take the graded CRM Analytics exam on collaboration — sharing, notifications, annotations, downloads, explore, views, subscriptions, watchlists, and onboarding videos. Score 85% to pass; questions rotate.",[],1786788928912]