Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Add In-App Guidance for Training, Onboarding, and News (Beta)

Use clicks, not code to create in-app guidance to engage directly with your users. Write your own content, and include action buttons to an important URL of your choice in the prompts. You can pick the target audience and specify where the prompts appear and for how long.

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

Note

Note

As a beta feature, Prompts is a preview and isn’t part of the “Services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature.

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.

Floating prompt type

The docked prompt stays in the bottom right, but a user can minimize or maximize it.

Docked prompt type

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.