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Create Prompts
Provide helpful content to users where they’re working. Introduce users to new features, draw attention to specific details in their environment, and provide nudges or reminders.
Required Editions
| Available in: Lightning Experience |
| Available with a limited 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, Service, 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 |
To see how you can create a prompt in Lightning Experience, watch the video. 
Create Prompts in Lightning Experience
- From Setup, in the Quick Find box, enter In-App Guidance, and then select In-App Guidance.
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Click Add.
In-App Guidance Builder opens in a new browser tab.
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From the Environment dropdown, select where you want to create the prompt.
- For Lightning Experience, select Your Org (Lightning Experience).
- For an Experience Cloud site, select Site Name (Experience Cloud Site).
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In the environment you selected, go to the app or page where you want to add the
prompt, and then click Add.
If the current page doesn’t support prompts, the Add button isn’t available.The New In-App Guidance panel opens in In-App Guidance Builder.
- In the New In-App Guidance panel, select Single Prompt, and then click Next.
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Select the prompt type, location, and position, and then click
Next.
- For a targeted prompt, click Targeting Mode and select the element or field you want to associate with the prompt.
- For a prompt in Lightning Experience, select a custom theme color.
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Enter the prompt title and body text, add optional images, and add other related content.
- For a floating or targeted prompt, enter a label for the Dismiss button.
- For a docked prompt, enter text for the extra header and optionally embed a video.
- Save your changes.
- In the In-App Guidance Settings window, specify other options for the prompt. Add an optional Action button, schedule when the prompt is visible, restrict access to specific profiles or permissions, and copy the prompt’s URL. On the Details step, enter a name and API name, and then save your changes.
- In In-App Guidance Builder, click Done.
