Meet the In-App Guidance Builder

It’s easier and more intuitive to create prompts and walkthroughs. To make way for walkthroughs, the user interface for authoring in-app guidance is now similar to other builder tools in Salesforce.

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

Who: Admins with the Modify All Data or Customize Application user permissions can create and manage walkthroughs or prompts in the In-App Guidance Builder. Or, delegate a user to do the same by giving them the Modify Metadata Through Metadata API Functions and Manage Prompts user permissions.

There are more requirements to show walkthroughs to users. See the related release note listed for details.

How: From Setup in Lightning Experience, enter In-App Guidance in the Quick Find box, and then select In-App Guidance. Click Add to open the In-App Guidance Builder in a new tab.

In-App Guidance Builder

Click Add again to place your prompt or walkthrough. The right side bar is where you specify the in-app guidance type, prompt type and position, and content (1). When you create a walkthrough, a left sidebar appears to display all the steps of the walkthrough (2). You can delete or reorder steps from the sidebar. The prompt updates as you enter information so you can preview as you work.

After saving new in-app guidance, a settings window appears to customize the action link or button, schedule, profile, and permission settings. And, you can name your prompt and decide to activate it or not. You can always return to the settings by clicking the settings icon in the builder header when editing a prompt (3). The header also includes:

  • Helpful instructions (4)
  • Other in-app guidance on the page (5)
  • The status of the in-app guidance you’re editing (6)
  • Action buttons (the availability of the buttons depends on the in-app guidance type and if you’re previewing or authoring) (7)