Custom Help Content

Tailor help so that users understand how to work within your unique implementation of Salesforce. You can add learning in the flow of work in several ways. Add custom help for a page, app, object, or org level, or provide links to help in the Utility Bar, Path, or as a text box on the page. Show users custom resources in a Lightning Experience welcome mat when they first log in. Or, to reach users with important news, training, and on-boarding information, add micro-learning prompts and walkthroughs to your app.

Help	Salesforce Classic	Lightning Experience
Field-Level Help—Detail the purpose and function of a standard or custom field.
Object-Level Help in Salesforce Classic—Help your users by providing object-level help for all custom objects and external objects.		See Learning Paths
Learning Paths—Create a personalized and always-available learning experience for your users.
Customize Content in the Guidance Center—Direct users to a globally available menu of suggested resources from Salesforce or links to custom help assigned with Learning Paths.
Customize the Help Menu in Lightning Experience—Supplement the recommended resources by adding a section with links to your own content.
In-App Guidance—Use prompts to reach users directly with news, training, and onboarding messages.
Utility Bar—Use the Notes component to add links to custom help.
Rich Text Component—Add simple HTML to your Lightning page.
Guidance for Success on Path—Give key coaching details to support users.
In-Dashboard Videos for Einstein Analytics—Provide customized instruction that helps users get the most out of dashboards.	Not applicable - cloud-based platform	Not applicable - cloud-based platform
Custom Notification from a Process—Alert an account owner if a new support case is logged while trying to close a deal, or send a notification for a workflow built entirely with custom objects.
Sales Enablement (myTrailhead)—Your company’s unique enablement content in a branded experience powered by the Trailhead online learning platform.	Not applicable	Not applicable

• Field-Level Help
  Field-level help lets you provide help text detailing the purpose and function of any standard or custom field. Before defining field-level help, review these implementation tips and best practices.
• Define Field-Level Help
  Define custom help text for your organization’s fields to provide users with a helpful description. Help text can be defined for standard and custom fields on all detail and edit pages where the field displays. Users can view the field-level help text by hovering over the Info icon next to the field.
• Custom Help in Lightning Experience
  In Lightning Experience, In-App Guidance allows you to add prompts and walkthroughs to reach users directly with feature updates, record help, and onboarding tips. Find help from anywhere in the app by opening the Guidance Center, which shows learning items assigned with Learning Paths and suggestions from Salesforce. All Trailhead modules and custom help assignments can be found on Learning Home.
• Custom Help in Salesforce Classic
  In Salesforce Classic, object-level help replaces the links for a custom object or external object page. Replace built-in Salesforce Help with documentation that’s customized for your users.