---
schema_version: "1"
id: bba49d8543f2c0c711844bb62e010ae3517e962b28d9edbac3f1f4b4c5722e00
title: Customize Onboarding with In-Dashboard Instructional Content
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_onboarding_custom_dashboard_videos.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_onboarding_custom_dashboard_videos.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 14ede5b44564fa6f2208354921dfb66e06a02bbf64bf3e23ffb588f5ca11a2c1
description: Drive adoption and engagement with specialized educational resources right where users work. With the widget-specific Learn option, you can provide videos and webpages that help users get the most out of each dashboard and its charts.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Customize Onboarding with In-Dashboard Instructional Content

Drive adoption and engagement with specialized educational resources right where users work. With the widget-specific Learn option, you can provide videos and webpages that help users get the most out of each dashboard and its charts.

Customized onboarding content can help users to understand and interpret the data, make informed decisions, and act based on the latest information. Selecting **Learn** in the widget dropdown menu opens the in-app, resizable, draggable onboarding frame, loaded with the content you specify.

![Widget with open menu in its upper right corner; menu includes the Learn action](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_widget_learn.png)

To set up customized onboarding, follow these steps.

1. In the dashboard designer, select the widget where you want to add the Learn option.
2. In the widget properties panel, open the Onboarding section.
    
    ![The Onboarding section of the widget properties panel](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dashboard_widget_property_onboarding.png)
3. Enter a title for the frame that presents your resource.
4. Enter the URL for your video or webpage. See the following considerations.
5. Click **Preview your content** to see what your users experience .
6. (Optional) Add custom onboarding for multiple charts to create a step-by-step learning progression through the dashboard.

When you have at least one widget with onboarding, the Learning Resources icon appears. Click the icon to open and close the Learning Resources panel. When the panel is open, hover on a learning resource to highlight the chart that goes with it. Each learning resource is numbered and the numbers appear on the charts for easy reference.

![Dashboard with Learning Resources panel open and resource and its corresponding chart both highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_learning_resources_panel2.png)

Take note of these considerations for dashboard widget onboarding.

- Provide the URL to a site that doesn’t prevent embedding.
- The Onboarding property loads content from any URL into a CRM Analytics inline frame. If the URL allows execution within an inline frame, then all content at the URL becomes accessible to dashboard viewers. Salesforce is not responsible for third-party URLs.
- If your resource is secured, instruct users to authenticate so that the resource can appear in the onboarding frame.
- For best results with YouTube, provide your video’s embed URL. To get the embed URL in YouTube, click Share and then Embed. The URL must have this format: https://www.youtube.com/embed/xxxxxxxxxx.
- When designing web content for widget onboarding, keep in mind that while the onboarding frame allows linking to other webpages, browser controls such as Back and Refresh aren’t accessible.