Guidelines for In-App Guidance in Managed Packages

Before Creating a Package

For information about creating a managed package, see Use Managed Packages to Develop Your AppExchange Solution and Components Available in Managed Packages.

For developer information about the in-app guidance records included in the managed package, see the Prompt and PromptVersion object reference.

You can package in-app guidance even if you haven’t purchased the Enablement add-on license.

After Installing a Package

After you install a managed package that includes in-app guidance, the In-App Guidance page in Setup lists the packaged prompts or walkthroughs.

• The Created By column shows the name of the admin who installed the package.
• The Package column indicates that the in-app guidance was installed with a package.
• The Active column shows the status that the package owner set. For example, a prompt that’s active when it was packaged remains active after you install the package. You can change the status anytime after installing the package.

Other Data in Packages

Data other than in-app guidance that’s included in the managed package can affect whether the in-app guidance installs successfully.

• If the package includes a custom profile that isn’t part of your Salesforce org, the in-app guidance is installed, but it doesn’t include those custom items. For example, you install a prompt with several custom profiles not included in your org. The prompts are installed without those custom profiles.
• If the package includes a custom permission that isn’t a part of your Salesforce org, the installation fails.
• If the package includes a standard app that isn’t part of your Salesforce org, the in-app guidance is installed, but it’s not usable.
• If the package owner included translated labels, they can be installed from the package.

Always consult the package owner for specific details about the package containing in-app guidance.

Walkthroughs in Packages

• If a managed or unmanaged package includes walkthroughs for standard apps, walkthroughs are installed. If you don’t have the Enablement add-on license, limits on free walkthroughs in Lightning Experience apply.
• If a security-reviewed, managed package includes walkthroughs with at least one step on a page within a custom app, users can see the walkthroughs even if you don’t have the Enablement add-on license.

Prompts for Quick Actions in Packages

For targeted prompts in an unmanaged package associated with a quick action in Lightning Experience, the quick action component isn’t included in the package. The package can only be installed in an org that has a quick action with the same name as the quick action targeted by the prompt.

When targeted prompts are installed from a managed package, the quick actions they target aren’t included in the package. Those quick actions must be added to the page where the prompt appears. Otherwise, the prompt has nothing to target and becomes a floating prompt.

Editing and Cloning In-App Guidance in Packages

In-app guidance cloned from managed packages doesn’t receive updates from the package owner.

For in-app guidance installed from packages, you can edit only the schedule, profiles, permissions, and status settings. You can’t add, remove, or reorder steps from a walkthrough installed from a managed package.

For cloned prompts and walkthroughs, you can edit any setting except the in-app guidance type (prompt or walkthrough).