Authoring a prompt is a 10-minute task once the message is clear. The harder work is deciding what message users actually need.
- Open Setup, In-App Guidance
Setup, Quick Find, type In-App Guidance, click the result.
- Click Add Prompt or Add Walkthrough
Prompt for single-step; Walkthrough for multi-step. Pick based on the message complexity.
- Pick the target page
Choose the Lightning page (record page, Home page, app page) where the guidance should appear.
- Author the content
Use the rich-text editor for the title and body. Add an image or video if it helps. Configure the action button.
- Set targeting
Filter by profile, permission set, or user attributes. Pick the audience carefully; broad targeting produces noise.
- Activate and monitor
Activate the guidance. Check engagement metrics weekly; adjust copy or targeting if the prompt is being ignored or universally dismissed.
The Lightning page where the prompt appears.
Rich-text body of the prompt or walkthrough step.
Profile, permission set, or user-level criteria.
Once per user, every visit, on a schedule, or until dismissed.
- Targeting too broadly produces guidance fatigue. Users dismiss everything once they have seen too many irrelevant prompts.
- In-App Guidance does not work in Salesforce Classic. Orgs on Classic see the Setup node but cannot deliver guidance to end users.
- Engagement metrics take a few days to accumulate. Do not judge a new prompt by its first 24 hours.
- Walkthrough steps targeting components that are not currently visible silently skip. Test walkthroughs on real records with the components actually loaded.