Create a single prompt in Setup, then optionally chain prompts into a walkthrough. You need the Customize Application and Modify All Data permissions. Build on a desktop browser, because In-App Guidance does not render in the Salesforce mobile app.
- Open the In-App Guidance node
In Setup, enter In-App Guidance in Quick Find and select it. The page lists existing prompts and walkthroughs with their status. Click Add to start a new item.
- Pick the page and prompt type
Choose the Lightning page where the guidance should appear (a record page, object home page, or New/Edit/Clone page). Select floating, targeted, or docked. For a targeted prompt, click the exact element the arrow should point to.
- Write the content
Add the title and rich-text body. Attach an image within the size limits if needed, and for a docked prompt embed a YouTube, Vidyard, or Vimeo video. Set the action button label and URL, or leave the dismiss and snooze options as the only controls.
- Set audience and schedule
Filter the audience by profiles and permission sets (up to 10 combined) and by user attributes such as created date. Choose how many times the guidance shows and the gap between appearances, up to 30 times across up to 30 days.
- Activate, or chain into a walkthrough
Test the prompt on a real record, then activate it. To build a tour, create a walkthrough and add prompts in order, up to 10 steps. Keep it near 5 steps, then activate within the 3 free active walkthroughs unless you have the Enablement add-on.
The Lightning page where the prompt appears, such as an object record page, object home page, or New, Edit, or Clone page.
Floating, targeted, or docked. Targeted prompts also require selecting the on-page element to anchor to.
The headline and rich-text message users read. Keep it short so the card is read, not dismissed.
The profiles, permission sets, or user attributes that decide who sees the guidance.
- In-App Guidance does not work in the Salesforce mobile app or in Classic, so mobile-heavy audiences will not see it.
- A walkthrough step that points at a component missing from the page is silently skipped, which can break the flow. Test on real records first.
- The free tier allows only 3 active walkthroughs in Lightning Experience; you need the Enablement add-on for more.
- Docked prompts have no dismiss button, so a poorly scheduled docked prompt can feel intrusive. Set the display frequency deliberately.