Jalon Works

Resources

The full guide, a 90-second tour, and short walkthroughs recorded in a real Salesforce org, narrated step by step. Read or watch before installing, or send them to the colleague who will run InfoIQ day to day.

On this page
  1. Guide and tour
  2. Set up InfoIQ as an admin
  3. Build an announcement in the builder
  4. Create a reusable audience
  5. Targeting and publishing
  6. Create an announcement from a PowerPoint

Administrator and user guide

Installation, permission set groups, the builder, audiences and placement, analytics and the Readers tab, in one document.

Read the guide

The 90-second tour

The whole product at a glance, from the builder to the reader's screen to the analytics.

Watch the tour
Walkthrough

Set up InfoIQ as an admin

A permission set group per role, the Announcement Host on your pages or in the utility bar, and your audiences. 3 min
Walkthrough

Build an announcement in the builder

From the home page to a saved draft: create the announcement, open the builder, write a text page, add an image, reorder pages by drag and drop, then preview it as a reader. 5 min 23 s
Walkthrough

Create a reusable audience

As an administrator: name it, describe it for authors, add a criterion and estimate who matches. And why an audience locks while a live announcement uses it. 1 min 17 s
Walkthrough

Targeting and publishing

Pick the audiences by name, choose the pages where it shows, and publish. Then who read it, in the Readers and Metrics tabs, and what stays open on a live announcement. 2 min 17 s
Walkthrough

Create an announcement from a PowerPoint

Drop in the deck, add a demo video, target and publish; then see it on an agent's screen, answer a question, read the metrics, terminate and delete. 2 min 36 s