---
schema_version: "1"
id: f76cf3e6fa7f58373d95015c53bc852a4cf881ec975bec4cc170ff35ec572f4b
title: Custom Help Content
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/customhelp_about.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.customhelp_about.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ddc47798fc3a0ea51a75b51b51298d91e02f1a7db2c55bf37d1956581e68af67
description: Tailor help so that users understand how to work within your unique implementation of Salesforce. You can add learning in the flow of work in several ways. Add custom help for a page, app, object, or org level, or provide links to help in the Utility Bar, Path, or as a text box on the page. Show users custom resources in a Lightning Experience welcome mat when they first log in. Or, to reach users with important news, training, and on-boarding information, add micro-learning prompts and walkthroughs to your app.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# Custom Help Content

Tailor help so that users understand how to work within your unique implementation of Salesforce. You can add learning in the flow of work in several ways. Add custom help for a page, app, object, or org level, or provide links to help in the Utility Bar, Path, or as a text box on the page. Show users custom resources in a Lightning Experience welcome mat when they first log in. Or, to reach users with important news, training, and on-boarding information, add micro-learning prompts and walkthroughs to your app.

  
| Help | Salesforce Classic | Lightning Experience |
| --- | --- | --- |
| [Field-Level Help](https://help.salesforce.com/s/articleView?id=platform.customhelp_getting_started_flh.htm&release=264.0.0&type=5 "Field-level help lets you provide help text detailing the purpose and function of any standard or custom field. Before defining field-level help, review these implementation tips and best practices.")—Detail the purpose and function of a standard or custom field. | ![Checkmark icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/resources-global/_corporate/images/checkmark.png) | ![Checkmark icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/resources-global/_corporate/images/checkmark.png) |
| [Object-Level Help in Salesforce Classic](https://help.salesforce.com/s/articleView?id=platform.customhelp_getting_started_olh.htm&release=264.0.0&type=5 "Help your users by providing object-level help for all custom objects and external objects. This way, when your users click the Help for this Page link on your custom object, they’ll find useful information that’s relevant to your custom object. When you add custom help to a custom or external object, the Help for this Page link on those object pages displays your custom help instead of generic help. Your users can access the custom help content from the object home (overview), detail, and edit pages, list views, and related lists.")—Help your users by providing object-level help for all custom objects and external objects. | ![Checkmark icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/resources-global/_corporate/images/checkmark.png) | See Learning Paths |
| [Learning Paths](https://help.salesforce.com/s/articleView?id=platform.customhelp_lex_learning_intro.htm&release=264.0.0&type=5 "Create a personalized and always-available learning experience for your users. When you customize Learning Paths, you can choose whom to assign a learning item to—individuals, public groups, or all users. The Guidance Center icon in the global header opens a panel where users can see suggestions from Salesforce and your Learning Paths assignments. Associate the learning item with a particular app or page, and optionally apply a due date. Choose modules from Trailhead or an enablement site (myTrailhead), and add links to other training resources for the ultimate custom training experience. Admins can let other stakeholders, such as trainers or sales team managers, assign and manage learning items.")—Create a personalized and always-available learning experience for your users. |   | ![Checkmark icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/resources-global/_corporate/images/checkmark.png) |
| [Customize Content in the Guidance Center](https://help.salesforce.com/s/articleView?id=platform.admin_guidancecenter_setup.htm&release=264.0.0&type=5 "To add your own learning items in the Guidance Center, assign content with Learning Paths. Or, optionally hide Learning Home or Salesforce suggestions.")—Direct users to a globally available menu of suggested resources from Salesforce or links to custom help assigned with Learning Paths. |   | ![Checkmark icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/resources-global/_corporate/images/checkmark.png) |
| [Customize the Help Menu in Lightning Experience](https://help.salesforce.com/s/articleView?id=platform.customhelp_lexhelpmenu.htm&release=264.0.0&type=5 "The question mark icon in the global header opens a menu of Salesforce resources. Supplement these links by adding a global section with links to your own content. There’s only one custom Help Menu section per org and it appears at the top of the Help Menu.")—Supplement the recommended resources by adding a section with links to your own content. |   | ![Checkmark icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/resources-global/_corporate/images/checkmark.png) |
| [In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_lexguid.htm&type=5&language=en_US)—Use prompts to reach users directly with news, training, and onboarding messages. |   | ![Checkmark icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/resources-global/_corporate/images/checkmark.png) |
| [Utility Bar](https://help.salesforce.com/s/articleView?id=platform.apps_lightning_utilities.htm&release=264.0.0&type=5 "The utility bar is a specialized type of Lightning page that gives your users quick access to common productivity tools, like Notes and Recent Items. It appears as a fixed footer that users can access to open utilities in docked panels. Some utilities support pop-out, which lets them open in a new browser window.")—Use the Notes component to add links to custom help. |   | ![Checkmark icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/resources-global/_corporate/images/checkmark.png) |
| [Rich Text Component](https://help.salesforce.com/s/articleView?id=platform.lightning_page_components.htm&release=264.0.0&type=5 "Standard components are Lightning components built by Salesforce. Several standard components are available when creating Lightning pages.")—Add simple HTML to your Lightning page. |   | ![Checkmark icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/resources-global/_corporate/images/checkmark.png) |
| [Guidance for Success on Path](https://help.salesforce.com/s/articleView?id=sales.path_overview.htm&type=5&language=en_US)—Give key coaching details to support users. |   | ![Checkmark icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/resources-global/_corporate/images/checkmark.png) |
| [In-Dashboard Videos for Einstein Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi_onboarding_custom_dashboard_videos.htm&type=5&language=en_US)—Provide customized instruction that helps users get the most out of dashboards. | Not applicable - cloud-based platform | Not applicable - cloud-based platform |
| [Custom Notification from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_customnotification.htm&type=5&language=en_US)—Alert an account owner if a new support case is logged while trying to close a deal, or send a notification for a workflow built entirely with custom objects. | ![Checkmark icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/resources-global/_corporate/images/checkmark.png) | ![Checkmark icon indicating true](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/resources-global/_corporate/images/checkmark.png) |
| [Sales Enablement (myTrailhead)](https://help.salesforce.com/s/articleView?id=sales.mth_what_is_mytrailhead.htm&type=5&language=en_US)—Your company’s unique enablement content in a branded experience powered by the Trailhead online learning platform. | Not applicable | Not applicable |

- **[Field-Level Help](https://help.salesforce.com/s/articleView?id=platform.customhelp_getting_started_flh.htm&release=264.0.0&type=5)**  
    Field-level help lets you provide help text detailing the purpose and function of any standard or custom field. Before defining field-level help, review these implementation tips and best practices.
- **[Define Field-Level Help](https://help.salesforce.com/s/articleView?id=platform.customhelp_defining_field_level_help.htm&release=264.0.0&type=5)**  
    Define custom help text for your organization’s fields to provide users with a helpful description. Help text can be defined for standard and custom fields on all detail and edit pages where the field displays. Users can view the field-level help text by hovering over the Info icon next to the field.
- **[Custom Help in Lightning Experience](https://help.salesforce.com/s/articleView?id=platform.customhelp_lex.htm&release=264.0.0&type=5)**  
    In Lightning Experience, In-App Guidance allows you to add prompts and walkthroughs to reach users directly with feature updates, record help, and onboarding tips. When Sales Programs, Guidance Sets, or Learning Paths are in use, the Guidance Center icon appears in the global header. Open it to find learning items assigned with Learning Paths and suggestions from Salesforce. All Trailhead modules and custom help assignments can be found on Learning Home.
- **[Custom Help in Salesforce Classic](https://help.salesforce.com/s/articleView?id=platform.customhelp_classic.htm&release=264.0.0&type=5)**  
    In Salesforce Classic, object-level help replaces the links for a custom object or external object page. Replace built-in Salesforce Help with documentation that’s customized for your users.