Definition
A Salesforce feature that lets admins create prompts (floating, docked, or targeted) that appear within the Salesforce interface to guide users through processes, announce changes, or provide training without external tools.
Real-World Example
Consider a scenario where the IT director at Vertex Global is working with In-App Guidance to scale their operations using the Salesforce platform. In-App Guidance gives them the infrastructure and tools needed to support new business requirements, handle increased data volumes, and serve a growing user base without compromising performance.
Why In-App Guidance Matters
In-App Guidance is a Salesforce feature that lets admins create prompts (floating popups, docked panels, or targeted prompts on specific UI elements) that appear within the Salesforce interface to guide users through processes, announce changes, or provide training. Admins design prompts in Setup, define triggering conditions (like which page they appear on, which users see them), and the prompts appear in context as users navigate Salesforce.
In-App Guidance is one of the most underused features for improving user adoption and training because most orgs default to external training materials and Slack announcements. Used well, it provides just-in-time training right when users need it: a docked prompt explaining a new feature on the Account page, a floating popup announcing a deadline reminder, a targeted tooltip pointing to a button users haven't been clicking. Mature adoption programs use In-App Guidance as a core part of change management, not just an afterthought.
How Organizations Use In-App Guidance
- •BrightEdge Solutions — Used In-App Guidance to roll out a new lead qualification process. Prompts walked reps through the new fields and workflow without requiring training sessions.
- •NovaScale — Built a library of In-App Guidance prompts for new hire onboarding, replacing static training docs with contextual prompts that appear during real work.
- •Vertex Global — Uses In-App Guidance for change announcements when deploying new features, ensuring users learn about changes inside Salesforce rather than missing emails.