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Salesforce onboarding — Five-step onboarding for a Salesforce security product

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Five-step onboarding for a Salesforce security product

Onboarding for a Salesforce security product, framed as five questions to answer once: allowed locations, how often the company travels, which devices reach Salesforce, whether users can install their own apps, and whether they get API access.

Answered steps collapse into a one-line summary with a Change link, so the whole setup stays readable on one page. The open step asks its question plainly, with a What does this mean? link for anyone unsure. On the right, a Protection Meter fills as steps are done, ticks each one off and cheers you on before the last.

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