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In-App Guidance
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            In-App Guidance

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            3. In-App Guidance

            In-App Guidance

            Help users discover your products and services, adopt your processes, or learn how to use a new feature. Create prompts and walkthroughs in Lightning Experience apps or pages or in supported Experience Cloud site pages. Write the content, select the target audience, and specify where and when the in-app guidance appears.

            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.
            Note
            Note Sales Cloud is now Agentforce Sales. You may see references to Sales Cloud in our application and documentation.
            • Getting Started with In-App Guidance
              To start creating prompts and walkthroughs, review some important considerations and helpful tips, assign required permissions, and explore related tools and resources.
            • Maintaining and Expanding In-App Guidance
              Track in-app guidance usage and adoption with analytics tools. Reach more users by editing, cloning, localizing, and packaging prompts and walkthroughs.
            • Managing Settings That Apply to All In-App Guidance
              From Setup, manage settings that apply to all prompts and walkthroughs, including content that your company manages and content that Salesforce provides. Manage the time delay between in-app guidance appearances, and control what types of in-app guidance are available.
            • Limits for In-App Guidance
              The number of prompts and walkthroughs you can create is limited. The number of prompts and walkthroughs you can install from AppExchange isn’t limited but we recommend a maximum number that you can have at one time.

            See Also

             
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