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Post-signup user onboarding optimization covering activation metrics, time-to-value reduction, onboarding flow design, empty state optimization, multi-channel coordination, and stalled user recovery.
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Apply a UX lens to a user-facing change: whether it serves the user's real goal and whether the path through it holds together, using the Understanding, Bridging, and Flowing contexts. Use when scoping, planning, or assessing any change that affects what a user sees or does. Loaded as a lens during planning and assessment.
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Specifies design and user experience guidelines, including dark mode compatibility, responsive design, performance optimization, modern UI, and accessibility. This rule promotes a user-friendly and vi
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Build Salesforce-anchored personas and journey maps where every persona ties to a Permission Set Group, primary record types, list views, dashboards, automation, and a measured mobile/desktop posture, and journeys walk each task end-to-end with friction tags that drive UX decisions. NOT for stakeholder authority / RACI (use admin/stakeholder-raci-for-sf-projects), NOT for system-side process flows (use admin/process-flow-as-is-to-be), NOT for Lightning page design itself (use admin/lightning-app-builder-advanced or the lightning-record-page-auditor agent), NOT for pure design / UX research disconnected from org artifacts.
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Use when setting up, customizing, or troubleshooting the Salesforce Path component on Opportunity, Lead, Case, or custom objects. Triggers: 'add guidance to stages', 'key fields on path', 'celebrate closed won', 'path not showing', 'configure path steps', 'confetti on stage change'. NOT for creating the stage picklist — use admin/opportunity-management. NOT for in-app prompts — use admin/in-app-guidance-and-walkthroughs. Metadata: PathAssistant, PathAssistantStep, PathAssistantSettings, pathAssistantEnabled, canOverrideAutoPathCollapseWithUserPref, runtime_sales_pathassistant:pathAssistant, picklistValueName, recordTypeName, BusinessProcess.
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