Explore Guidance Sets

Salesforce admins, Enablement admins, and all Starter Edition users have access to guidance sets in the Guidance Center. Guidance sets offer personalized setup and learning resources that align with your experience level and the products you’re using. Each guidance set includes suggested resources to help you successfully complete your job.

Required Editions

Available in: Lightning Experience
Available in: Starter, Professional, Enterprise, Performance, Unlimited, and Developer Editions
Important
Important Guidance sets aren’t available in a sandbox.
  1. Open the Guidance Center.
    The Selected for You section shows up to two guidance sets.
    Guidance sets available in the Selected for You section of the Guidance Center panel
  2. To find all available guidance sets, click View More.

As you open resources and complete steps in a guidance set, they’re marked as completed.

Note
Note You can’t turn off guidance sets from Setup. Instead, submit a Salesforce Customer Support case.