The Guidance Center panel in Lightning Experience provides a convenient location for
showing content that's assigned to or recommended for the current user. The Guidance Center
includes not only suggested content that's authored by Salesforce but also custom content that you
manage. With Learning Paths, you can manage the learning items—custom links, videos, and Trailhead
modules—that are available in the Guidance Center and assign those items to specific users with
optional due dates.
Required Editions
| Available in: Lightning Experience |
| Available in: Starter, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
|
- Explore the Guidance Center
Open the Guidance Center to easily access help while in the flow of work.
- 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.
- Customize Content in the Guidance Center
To add your own learning items in the Guidance Center, assign content with Learning Paths. Or, optionally hide Learning Home or Salesforce suggestions.
- Configuring the Size and Position of the Guidance Center
Personalize the in-app content experience with options for pinning and unpinning the Guidance Center panel. The Guidance Center panel also automatically expands for videos and Trailhead modules, offering more room on the screen for your content.
- Turn Off Suggested Content in the Guidance Center
Optionally, you can turn off Salesforce suggestions for content in the Guidance Center for end users. Suggested content still appears for admins. Turning off suggestions leaves the Guidance Center icon in place when Sales Programs, Guidance Sets, or Learning Paths are in use, so you can still assign specific learning items with Learning Paths.
- Turn Off Salesblazer Content in the Guidance Center
Optionally, turn off Salesblazer content in the Guidance Center for end users. The Guidance Center icon remains available when Sales Programs, Guidance Sets, or Learning Paths are in use.
