Add In-App Guidance to New, Edit, and Clone Pages

Help users along as they create, edit, and clone records, including dialogs, with in-app guidance.

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

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.

How: Add in-app guidance to a new, edit, or clone record page type as you would any other page.

Prompt on a new sales record type dialog

You can’t add more steps to a nondialog page after adding a step to a new, edit, or clone dialog. If a new or clone record page has multiple record types, the walkthrough displays on the picklist for choosing a record type.