How to create the same gaided tour on multiple records in CSM configure workspace
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07-03-2024 10:48 PM
We would like to know how to create the same guided tour for the four records in the image below.
Please remember me.
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07-04-2024 05:22 AM
Your question is incomplete. The Guided tour is it for the List Menu All, Customer, Interaction and Knowledge, or the 4 Interaction records displayed ? For Guided tours you can configure using the Guided Tour Designer or Platform /Classic Experience. If you create a guided tour you can copy same from the platform view, but ensure to modify the tour page and call ours as needed. Ensure if same table record one tour will work.
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07-04-2024 05:32 PM
I would like to grant the 4 Interaction records displayed.
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07-05-2024 04:28 AM
@taiga nakano . One Guided tour should do, since all 4 are same record type Interaction. You can create the tour from the Guided tour designer or the platform/classic interface under the Guided tour menu. Review the product document
Guided Tour Designer > Create Tour
Guided Tour Designer > Guided Tours > New(Click New button on the list)
or this course on Now learning
Train Users at Scale with Guided Tour Designer