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Resolve Errors and Warnings in In-App Guidance
Errors or warnings can sometimes appear when you’re creating or editing in-app guidance. For example, errors and warnings occur when a page doesn’t support a prompt, a page with a prompt is deleted, or a field-level error occurs. The In-App Guidance page in Setup tracks errors and warnings for each prompt or walkthrough that you created.
Required Editions
| Available in: Lightning Experience |
| Available with a limted number of active walkthroughs in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available with Enablement, which is available in Developer Edition with a limited number of add-ons and with Sales Cloud, Service Cloud, or Salesforce Platform in: Enterprise, Performance, Unlimited and Einstein 1 Sales EditionEditions for an additional cost |
| In-app guidance in Experience Cloud sites with Partner Enablement requires an Enablement add-on license and supported PRM add-on license. |
| User Permissions Needed | |
|---|---|
| To add, edit, and manage in-app guidance in Lightning Experience as an admin: | Modify All Data OR Customize Application AND Access to objects or apps related to specific prompts |
| To add, edit, and manage in-app guidance in Lightning Experience as a user who isn’t an admin: | Design and Deliver In-App Guidance AND View All Profiles, View Roles and Role Hierarchy, View Setup and Configuration, and access to objects or apps related to specific prompts |
| To add, edit, and manage in-app guidance in Experience Cloud sites as an admin: | Modify All Data OR Customize Application AND Other profile, role, and site permissions. See Permissions for Creating and Accessing In-App Guidance |
| To add, edit, and manage in-app guidance in Experience Cloud sites as a user who isn’t an admin: | Design and Deliver In-App Guidance for Partners AND Other profile, role, and site permissions. See Permissions for Creating and Accessing In-App Guidance |
- From Setup, in the Quick Find box, enter In-App Guidance, and then select In-App Guidance.
- Find the prompt or walking that has errors or warnings, and click the icon on the left side of the number column.
- From the actions dropdown, select Edit to open the In-App Guidance Builder.
- Resolve the error or warning.
-
On the In-App Guidance page in Setup, select Clear Errors from the
actions dropdown.
Note Clear the errors only after you confirmed that the error is resolved. -
For a walkthrough, if the cause of an error in a walkthrough isn’t clear, you can create a
report to help you troubleshoot.
- Set up a custom report type that uses the Prompt Action object.
-
Add these fields as columns in the report.
- Step Number
- Last Display Date
- Last Result (look for the Error valid value)
- Name
- User: Full Name
Tip Missing fields when you create or edit a report? You can design the field layout for reports created from a custom report type. From the Report Types Setup page, select the custom report type you want to edit. Click Edit Layout on the Fields Available for Reports section.
