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.
Create Multi-Step Walkthroughs for In-App Training
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, delegate a user to do the same by giving them the Modify Metadata Through Metadata API Functions and Manage Prompts user permissions.
To show you custom walkthroughs to users, subscribe to myTrailhead to get the Access Walkthroughs permission set license and the Walkthroughs permission set. Assign the View Walkthroughs user permission to users you want to be able to see walkthroughs. Contact your Salesforce account executive for pricing details.
If you want to show walkthroughs to your users before subscribing, there’s a free 30-day trial that lets you display custom walkthroughs to users. Look for the Start Walkthrough Trial button on the In-App Guidance Setup page for more information.
Why: Walkthroughs are a series of up to 10 connected prompts that provide a guided path for users across a single or multiple pages for in-context learning.
- Onboard new hires to their workspace
- Highlight a series of key but related features
- Provide a navigational or feature overview
- Guide users through a multi-step procedure
As with prompts, walkthroughs are supported for packages.
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. Navigate to a page, and click Add again to place your walkthrough. A right sidebar lets you edit the display, position, and content of the step. A left sidebar lets you navigate and reorder the walkthrough steps.