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Permissions for Creating and Accessing In-App Guidance
A Salesforce admin assigns permissions to users who create in-app guidance in any environment, who access walkthroughs in Lightning Experience, and who access in-app guidance in Experience Cloud sites. No permissions are necessary for accessing prompts in Lightning Experience.
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. |
Permissions, Permission Sets, and Permission Set Licenses
These permissions are available and included in default permission sets.
| Task | User Type | Permission Needed | Default Permission Set | Permission Set License |
|---|---|---|---|---|
| Create prompts or walkthroughs in Lightning Experience | Salesforce admin | Modify All Data or Customize Application | None | None |
| Non-admin user | Design and Deliver In-App Guidance | Manage In-App Guidance | Enablement Resources | |
| Take walkthroughs in Lightning Experience | Any user | Take Custom Walkthroughs | Use Custom Walkthroughs | Walkthroughs |
| Take prompts in Lightning Experience | Any user | None | None | None |
| Create prompts or walkthroughs in Experience Cloud sites | Salesforce admin | Modify All Data or Customize Application | None | None |
| Non-admin user | Design and Deliver In-App Guidance for Partners | Manage In-App Guidance for Partners | Enablement Resources | |
| Take prompts and walkthroughs in Experience Cloud sites | Partner user | Take In-App Guidance for Partners | Use In-App Guidance for Partners | Walkthroughs |
Most of these permission sets are also included in Enablement permission set groups.
Other Required Permissions for Creating In-App Guidance
The Manage In-App Guidance and Manage In-App Guidance for Partners permission sets also include these related system permissions.
- View All Profiles
- View Roles and Role Hierarchy
- View Setup and Configuration
In Lightning Experience, if in-app guidance is related to a specific object or app, you also need access to that item. Otherwise, some actions aren’t available in In-App Guidance Builder.
Other Requirements for Experience Cloud Sites
Extra permissions are required for selecting a site from the Environment dropdown in In-App Guidance Builder.
| Your Permission or Access | Sites You Can Select |
|---|---|
| Create and Set Up Experiences | Inactive or active sites |
| Customize Application | Inactive or active sites |
| Member of the site | Active sites only |
If you don’t have one of these permissions, you can’t see the site in In-App Guidance Builder. If another user with these permissions created in-app guidance in a site and you try to edit the in-app guidance they created, you can’t see the site.
Free Walkthroughs in Lightning Experience
In Lightning Experience, you can create and activate up to three free custom walkthroughs. To activate more than three custom walkthroughs at a time, purchase the Enablement add-on license and assign permissions.
To activate more than three custom walkthroughs at a time, purchase the Enablement add-on license and assign the Use Custom Walkthroughs permission set to selected users. However, after you purchase the license, only users with this permission set can view any custom walkthroughs. The three free custom walkthroughs are no longer available to all users. The In-App Guidance page in Setup shows the number of free custom walkthroughs that remain available.
In supported Experience Cloud sites, all walkthroughs require Enablement and PRM licenses.
