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I have been searching for a solution already made for displaying a release notes popup or notification to our internal users after we deploy changes to my Salesforce production org.

All my searching land me on Salesforce release notes but I want release notes for our development, is there any app that provide that feature or should I just build something custom?

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  • Do you have any specifics in mind with regards to what a "release notes component" would look like? Would an in-app guidance prompt that links to your release notes suffice? Jul 29, 2021 at 17:56
  • Hi @KrisGoncalves looks promising, I will take a look at the documentation more in depths and see If it can achieve what I had in mind. Thank you!
    – Sadistik
    Aug 5, 2021 at 14:18
  • @KrisGoncalves This will work for my purpose, if you want to add your comment as answer I could select it as accepted
    – Sadistik
    Aug 5, 2021 at 15:01

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For an out-of-the-box approach that can be rolled out quickly, I'd look into in-app guidance prompts (Setup --> In-App Guidance)

Add in-app guidance to your org using clicks, not code. To engage directly with your users, write your own content and include action buttons to your chosen URL in the prompts. You can specify the target audience and where the prompts appear and for how long.

At the very least, you could alert the user you had a release and provide an action button to your long release notes stored on whatever platform you'd like. Other configurations you can take advantage of:

  • Only show the prompt to specific profiles (Admins, etc)
  • Provide a button that opens a URL
  • Specify the scheduled (start date, end date, times to show)

Likewise, if you have a big or new feature - you could make a prompt that specifically brings it to users' attentions on the given page.

There's even walkthroughs now (you can have 3 active ones for free) that can provide linked prompts.

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  • Thanks again, I have setup docked prompt which aren't limited like walkthroughts and I can have release notes displayed during a period of time to targeted users so far I believe it will be exactly what I was looking for. The only limitation that might be a problem is the body maximum characters limit but I can always make a 2nd prompt if needed
    – Sadistik
    Aug 5, 2021 at 16:50

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