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            Managing Settings That Apply to All In-App Guidance

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            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.

            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.
            • Change the Default Time Delay for Showing In-App Guidance
              By default, a 24-hour delay applies to all prompts and walkthroughs, including in-app guidance that Salesforce provides, so that a user sees only one prompt or walkthrough per day per app. To change the default time delay for showing a prompt or walkthrough again after a user dismissed it, specify a custom value from the In-App Guidance page in Setup.
            • 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.
            • Turn Off Custom or Installed In-App Guidance
              Prevent custom prompts and walkthroughs that your company created or installed from appearing on their scheduled instances.
             
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