Salesforce: Add a dashboard widgetUser navigates Analytics page to add a dashboard widget through UI interactions.This flow demonstrates dashboard customization within Salesforce Lightning's Analytics workspace. The user interacts with navigation, settings menus, and AI-assisted chat to configure dashboard widgets. The interface combines record management with contextual AI guidance, showing empty state messaging, nested menu structures, and real-time AI panel integration. Related patterns include settings exploration, feature discovery through guided UI elements, and dashboard personalization workflows.Guided exploration with layered menus, contextual AI assistance, no immediate loading states visible.Recorded Nov 9, 2026Hover to RevealSubmenu ExpansionChat Panel Integration
Loads when you get hereOpen Salesforce dashboardNavigate to the Salesforce home or dashboard view to begin adding a new widget.
Loads when you get hereAccess dashboard editing modeClick the edit button or option to enable dashboard customization and widget management.
Loads when you get hereNavigate to Analytics sectionClick on Analytics to access the analytics dashboard area where widgets can be added.
Loads when you get hereClick add widget buttonSelect the add widget or plus icon button to begin creating a new dashboard widget.
Loads when you get hereChoose widget type or templateSelect the desired widget type from the available options or template gallery.
Salesforce: Create a reportNavigate Analytics section, interact with UI elements, prepare to create report.This Salesforce Analytics flow demonstrates navigation and preparation for report creation within the Lightning interface. The user traverses the Analytics module after landing in an empty state where no records are selected, with guidance prompting them to open records from a list. An Agentforce AI coworker panel provides contextual assistance, while customization options for fields, sales stages, and company settings remain accessible. The interface combines dashboard navigation patterns with empty state design that scaffolds users toward report generation.Exploratory with contextual assistance, progressive disclosure of setup options.Recorded Nov 9, 2026Sidebar NavigationEmpty State GuidanceContextual AI Panel
Loads when you get hereLand on Analytics page with empty state
Loads when you get hereExplore navigation menu and interface elements
Loads when you get hereInteract with sidebar navigation items
Loads when you get hereView AI assistant contextual guidance panel
Loads when you get hereAccess customization and setup options drawer
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