---
schema_version: "1"
id: de7e513446b5afb622ba79f78c988e90dd48bb7b0f55df8ec4bf77a5cd2717be
title: Custom Help in Lightning Experience
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/customhelp_lex.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.customhelp_lex.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e3c349163785b8dc149b473921a660ccd61aae3b390a210684845c57b603ca90
description: 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.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# Custom Help in Lightning Experience

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.

## Understand the Benefits

Easily accessible resources within the app are crucial to help users do their jobs efficiently and effectively inside their workspace. Learn more about the onboarding and troubleshooting stages of the in-app journey by taking the [User Engagement](https://trailhead.salesforce.com/content/learn/modules/user-engagement) and the [User Training and Enablement](https://trailhead.salesforce.com/content/learn/modules/user-training-and-motivation) Trailhead modules. Without training, end-user productivity declines, as can trust and feature adoption. With sufficient training and on-demand troubleshooting resources, users quickly find answers to their questions so they can get unblocked and back to work. These resources are also a time saver for admins because they can prevent them from repeatedly fielding the same questions from their users.

Because apps are so often customized, sometimes Salesforce resources don’t reflect the actual user experience. As a result, many admins help their users by adding links to resources that reflect the company’s unique processes and guidelines. There are several ways to integrate custom help inside the app, but the Guidance Center, Learning Paths, and In-App Guidance are great additions to your admin toolbox.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/images/icon_important.png)

Important

Learning Paths is turned off by default in all environments in Winter ’25 and later. To turn on Learning Paths, contact Salesforce Customer Support.

Learning Paths isn’t available in a sandbox or in Government Cloud Plus environments.

## Decide When to Use the Guidance Center or In-App Guidance

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d169548e73">If you...</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d169548e76">Then consider...</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="If you..." class="slds-cell-wrap" style="vertical-align:top;" headers="d169548e73 ">
              <ul>
                <li>Have important resources to share with your users.</li>

                <li>Require users to complete training by a certain date.</li>

                <li>Have training created for specific pages or specific users.</li>

              </ul>
            </td>

            <td data-label="Then consider..." class="slds-cell-wrap" style="vertical-align:top;" headers="d169548e76 ">
              <dl>

                <dt style="font-weight:bold;padding-top:.25rem;">Guidance Center and Learning Paths assignments</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Manage, assign, and track all your longform in-depth
                  learning resources. </dd>
                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Display public Trailhead and enablement site
                  (myTrailhead) modules or URLs to resources in specific
                  locations for specific users in the Guidance
                  Center.</dd>
                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Apply a due date.</dd>
                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Centralize all learning resources on the Learning
                  homepage.</dd>
                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Earn Trailhead and enablement site badges inside the
                  app.</dd>

              </dl>
            </td>

          </tr>
          <tr class="">
            <td data-label="If you..." class="slds-cell-wrap" style="vertical-align:top;" headers="d169548e73 ">Want to nudge, prompt, or remind users of important announcements
              or features.</td>

            <td data-label="Then consider..." class="slds-cell-wrap" style="vertical-align:top;" headers="d169548e76 ">
              <dl>

                <dt style="font-weight:bold;padding-top:.25rem;">In-App Guidance </dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Provide targeted, micro-learning moments to boost
                  feature adoption.</dd>
                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Pick from targeted, floating, and docked prompts or
                  walkthroughs.</dd>
                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Design the guidance, select the target audience, and
                  specify where it appears and for how long.</dd>
                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Add links to internal wikis, training, or PDFs for a
                  custom call to action. </dd>
                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Use built-in engagement tracking.</dd>

              </dl>
            </td>

          </tr>
        </tbody>
      </table>

## Decide When to Use the Guidance Center or Help Menu

The Help Menu is accessible from the global header. The Guidance Center icon appears in the global header when Sales Programs, Guidance Sets, or Learning Paths are in use. The Help Menu offers a section for admins to add links to their own content that their users can see anywhere in the app. Guidance Center customized with Learning Paths offer admins not only a panel to add contextual help per page, but also a way to assign required learning to users. Users see all their assignments on Learning Home.

This table lists the main differences between Guidance Center customized with Learning Paths and the Help Menu.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:33.33333333333333%"> <col style="width:33.33333333333333%"> <col style="width:33.33333333333333%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><strong>Feature</strong></td><td class="slds-cell-wrap" style="vertical-align:top;"><strong>Guidance Center and Learning Paths</strong></td><td class="slds-cell-wrap" style="vertical-align:top;"><strong>Help Menu</strong></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Hide completely</td><td class="slds-cell-wrap" style="vertical-align:top;">There is no setting to turn off the Guidance Center. The icon appears only when Sales Programs, Guidance Sets, or Learning Paths are in use. If none of these are in use, the icon is hidden.</td><td class="slds-cell-wrap" style="vertical-align:top;">No, you can't hide the Help Menu.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Hide individual sections</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes, hide suggestions from Salesforce or Learning Home from the Guidance Center Setup page.</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes, from the Help Menu Setup page</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Add URLs as learning items</td><td class="slds-cell-wrap" style="vertical-align:top;">Add up to 1,000 learning items with Learning Paths, and up to four learning items appear in the Guidance Center at a time.</td><td class="slds-cell-wrap" style="vertical-align:top;">Add up to 30 URLs</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Add help for a specific page, app, or org</td><td class="slds-cell-wrap" style="vertical-align:top;">Up to two resources for the object home or record appear under Help for This Page. The Selected for You section includes up to two resources assigned to all objects for all apps or for a specific app with a due date.</td><td class="slds-cell-wrap" style="vertical-align:top;">Resources for an org appear in the global custom resource section at the top of the Help Menu. Admins can’t specify per page or per app.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Specify a required due date to complete</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</td><td class="slds-cell-wrap" style="vertical-align:top;">No</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Specify user-level visibility</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes, either specify by users or by public groups</td><td class="slds-cell-wrap" style="vertical-align:top;">No</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">View Trailhead modules inside the app</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes, users can read and earn badges for multiple choice challenges inside the app.</td><td class="slds-cell-wrap" style="vertical-align:top;">No.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">View suggestions from Salesforce</td><td class="slds-cell-wrap" style="vertical-align:top;">Salesforce suggestions appear under Selected for You and Related to This Page.</td><td class="slds-cell-wrap" style="vertical-align:top;">Under Resources, there’s links to view keyboard shortcuts, go to Trailhead, go to Salesforce Help, and view Release Notes (admins only).</td></tr></tbody></table>

- **[In-App Guidance in Lightning Experience](https://help.salesforce.com/s/articleView?id=platform.customhelp_lex_in_app_guidance.htm&release=264.0.0&type=5)**  
    Help users discover your products and services, adopt your processes, or learn how to use a new feature. Create prompts and walkthroughs in Lightning Experience apps or pages.
- **[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.
- **[Guidance Center](https://help.salesforce.com/s/articleView?id=platform.admin_guidancecenter_ov.htm&release=264.0.0&type=5)**  
    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.
- **[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.