Add Custom Resources to the Refreshed Lightning Experience Help Menu

We redesigned the Help Menu to make room for your own resources. Guide users as they work in your org with links to your own URLs to websites, PDF files, videos, or Trailhead mixes. A getting-started section helps both users and admins to get on-boarded to the new user experience. Everyone can now search for and see documentation results from within the 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.
    Note

    Note

    Trailhead modules recommended by Salesforce appear in both Getting Started and Help for This Page. The Learn More with Trailhead section available in previous releases was removed to avoid duplication.

  • More Resources—Links to keyboard shortcuts, Trailhead, Salesforce support, and feedback to Salesforce are shown to everyone. Admins also see a link to release notes. Everyone can search for Salesforce documentation in the Help Menu, see top results, and read topics without leaving the app.
    Note

    Note

    Search Salesforce Help, available in previous releases, was removed to add the ability to search documentation inside the Help Menu.

Help Menu in Lightning Experience

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, Trailhead, Salesforce support, and feedback to Salesforce are always displayed. As an admin, you always see all resources.