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In-App Guidance
Turn Off Salesforce Standard In-App Guidance

Turn Off Salesforce Standard In-App Guidance

If the in-app content that Salesforce provides in Lightning Experience isn’t suitable for your users, turn it off from the In-App Guidance page in Setup.

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 manage in-app guidance global settings as an admin:

Modify All Data

OR

Customize Application

To manage in-app guidance global settings as a user who isn’t an admin:

Design and Deliver In-App Guidance

AND

View Setup and Configuration

  1. From Setup, in the Quick Find box, enter In-App Guidance, and then select In-App Guidance.
  2. Click Settings.
  3. Turn off Salesforce Standard In-App Guidance.

When this setting is off, users can still access in-app guidance that Salesforce provides by following a direct link or opening the Guidance Center.

 
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