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Add In-App Guidance for Training, Onboarding, and News (Beta)
Where: This change applies to Lightning Experience in Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Who: All admins can add and edit prompts. Give other users the ability to manage prompts by assigning them the Manage Prompts and Modify Metadata user permissions.
Why: Add prompts to onboard and train users, highlight configuration changes and news, introduce new features, and more.
Choose between two types of prompts. You can place the floating prompt in the top or bottom on the left or right, or in the center. The floating prompt stays in your placed position.
The docked prompt stays in the bottom right, but a user can minimize or maximize it.
Salesforce helps to ensure that your users have the best experience by preventing multiple prompts from appearing at once. Salesforce also detects how users interact with prompts to determine whether to show the prompt again or stop showing it after the user has completed the desired action.
Track how your prompts are doing by reviewing the views and action button click metrics on the setup page.
How: From Setup in Lightning Experience, enter In-App Guidance in the Quick Find box, and then select In-App Guidance. Click Add Prompts to open the prompt authoring bar in a new browser tab. Navigate to the app and page where you want to place the prompt, and click Add Prompt. A window opens to walk you through the steps and preview your prompt.