Add Custom Resources to the Refreshed Lightning Experience Help Menu
Where: This change applies to Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: The Help Menu is a one-stop shop for learning journeys, getting-started tips, contextual help topics—and now resources you’ve created for your org’s users.
The Help Menu has four main sections. You can add links only to the Custom Help section.
- Custom Help—If you choose to add this section, it appears at the top of the Help Menu on every page in Lightning Experience. You can name the section and decide which resources to display.
- Getting Started—Resources to help users and admins get up and running in Lightning Experience. Different resources are shown to users and admins. As you read the suggested resources, more topics are rotated to the top of the list, so you’re continually learning something new.
- Help for This Page—Page-relevant assistance for when users have a question while working. If there’s no suggested resources for the page, the section is hidden.
- More Resources—Links to keyboard shortcuts and feedback are shown to everyone. Admins also see links to support and release notes. Everyone can search for Salesforce documentation in the Help Menu, see top results, and read topics without leaving the app.
How: From Setup in Lightning Experience, enter Help Menu in the Quick Find box, then select Help Menu. Name your custom help section, and then add up to 15 resources. Turn on Customize the Help Menu so that users see the resources.
If you want, you can hide Salesforce resources. Turn off Show Salesforce Help Content to Users. The Getting Started section, the Help for This Page section, and the ability to search Salesforce documentation are hidden. The links to keyboard shortcuts and feedback to Salesforce are always displayed. As an admin, you always see all resources.