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Custom Help in Lightning Experience
In Lightning Experience, In-App Guidance allows you to add prompts and walkthroughs to reach users directly with feature updates, record help, and onboarding tips. Find help from anywhere in the app by opening the Guidance Center, which shows learning items assigned with Learning Paths and suggestions from Salesforce. All Trailhead modules and custom help assignments can be found on Learning Home.
Understand the Benefits
Easily accessible resources within the app are crucial to help users do their jobs efficiently and effectively inside their workspace. Learn more about the onboarding and troubleshooting stages of the in-app journey by taking the User Engagement and the User Training and Enablement Trailhead modules. Without training, end-user productivity declines, as can trust and feature adoption. With sufficient training and on-demand troubleshooting resources, users quickly find answers to their questions so they can get unblocked and back to work. These resources are also a time saver for admins because they can prevent them from repeatedly fielding the same questions from their users.
Because apps are so often customized, sometimes Salesforce resources don’t reflect the actual user experience. As a result, many admins help their users by adding links to resources that reflect the company’s unique processes and guidelines. There are several ways to integrate custom help inside the app, but the Guidance Center, Learning Paths, and In-App Guidance are great additions to your admin toolbox.
Learning Paths is turned off by default in all environments in Winter ’25 and later. To turn on Learning Paths, contact Salesforce Customer Support.
Learning Paths isn’t available in a sandbox or in Government Cloud Plus environments.
Decide When to Use the Guidance Center or In-App Guidance
| If you... | Then consider... |
|---|---|
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| Want to nudge, prompt, or remind users of important announcements or features. |
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Decide When to Use the Guidance Center or Help Menu
Guidance Center and the Help Menu are accessible from the global header. The Help Menu offers a section for admins to add links to their own content that their users can see anywhere in the app. Guidance Center customized with Learning Paths offer admins not only a panel to add contextual help per page, but also a way to assign required learning to users. Users see all their assignments on Learning Home.
This table lists the main differences between Guidance Center customized with Learning Paths and the Help Menu.
| Feature | Guidance Center and Learning Paths | Help Menu |
| Hide completely | No, you can’t hide the Guidance Center. | No, you can't hide the Help Menu. |
| Hide individual sections | Yes, hide suggestions from Salesforce or Learning Home from the Guidance Center Setup page. | Yes, from the Help Menu Setup page |
| Add URLs as learning items | Add up to 1,000 learning items with Learning Paths, and up to four learning items appear in the Guidance Center at a time. | Add up to 30 URLs |
| Add help for a specific page, app, or org | Up to two resources for the object home or record appear under Help for This Page. The Selected for You section includes up to two resources assigned to all objects for all apps or for a specific app with a due date. | Resources for an org appear in the global custom resource section at the top of the Help Menu. Admins can’t specify per page or per app. |
| Specify a required due date to complete | Yes | No |
| Specify user-level visibility | Yes, either specify by users or by public groups | No |
| View Trailhead modules inside the app | Yes, users can read and earn badges for multiple choice challenges inside the app. | No. |
| View suggestions from Salesforce | Salesforce suggestions appear under Selected for You and Related to This Page. | Under Resources, there’s links to view keyboard shortcuts, go to Trailhead, go to Salesforce Help, and view Release Notes (admins only). |
- In-App Guidance in Lightning Experience
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. - Learning Paths
Create a personalized and always-available learning experience for your users. When you customize Learning Paths, you can choose whom to assign a learning item to—individuals, public groups, or all users. The Guidance Center icon in the global header opens a panel where users can see suggestions from Salesforce and your Learning Paths assignments. Associate the learning item with a particular app or page, and optionally apply a due date. Choose modules from Trailhead or an enablement site (myTrailhead), and add links to other training resources for the ultimate custom training experience. Admins can let other stakeholders, such as trainers or sales team managers, assign and manage learning items. - Guidance Center
The Guidance Center panel in Lightning Experience provides a convenient location for showing content that's assigned to or recommended for the current user. The Guidance Center includes not only suggested content that's authored by Salesforce but also custom content that you manage. With Learning Paths, you can manage the learning items—custom links, videos, and Trailhead modules—that are available in the Guidance Center and assign those items to specific users with optional due dates. - Customize the Help Menu in Lightning Experience
The question mark icon in the global header opens a menu of Salesforce resources. Supplement these links by adding a global section with links to your own content. There’s only one custom Help Menu section per org and it appears at the top of the Help Menu.
