Specify Profiles When Creating Prompts

Fine-tune your prompt’s message for a specific audience, what objects and data they have access to, or what they can do. Previously, you could only use permissions to display prompts to specific users. Starting in Spring '20, use standard and custom profiles too.

Where: This change applies to Lightning Experience in Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: From Setup in Lightning Experience, enter In-App Guidance in the Quick Find box, and then select In-App Guidance.

If you select multiple profiles, the prompt appears to any of the profiles specified. You can select a combination of up to 10 profiles and permissions for each prompt. If you select multiple items, the prompt appears to users who have all the permissions specified and any of the profiles specified.

Profiles page when creating prompt

In addition, users no longer need the View Set up and Configuration permission to see prompts that are only visible with specific permissions.