A walkthrough is a series of interactive steps that guide you through a task or feature. Before you start a walkthrough, make sure you have the correct user permissions and license associated with the feature so you can access the proper pages in Salesforce.


A walkthrough guides you through your own Salesforce account, so you’re actually making changes to the data in your org as you go through the steps. If you’re concerned about making these changes, follow the walkthrough in a sandbox account or other test environment.

Feature Walkthroughs You’ll need...
Permission Set Licenses Walk Through It Walk Through It: View Permission Set Licenses and Assignments “View Setup and Configuration”
Milestones Walk Through It Walk Through It: Create a Milestone
  • Manage Entitlements” AND “Customize Application”
  • Entitlement management enabled