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Customize the Help Menu in Lightning Experience

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.

Required Editions

Available in: Lightning Experience
Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create custom help: Customize Application OR Modify All Data
Note
Note To create an improved and more robust learning experience for your users, check out Guidance Center.
  1. From Setup in Lightning Experience, in the Quick Find box, enter Help Menu, and then select Help Menu.
  2. Enter a title for the custom section. Salesforce recommends naming the section so that users understand that the resources are custom help for your org or company. For example, Acme Company Help. Labels aren’t translated and appear as you entered them.
  3. Tip
    Tip List the most important resources first. Only the first two resources are shown in each section. Users can view all resources by clicking the section name or the arrow.
    Add labels and URLs for the resources. You can add up to 30 resources. Items are listed in the Help Menu in the order that they appear on the setup page.
  4. Save your changes.
  5. Turn on Customize the Help Menu.

If you find that some sections of the Help Menu aren’t working for your users, simply hide them. Under Salesforce Help Content, turn off the links that you want to hide. As an admin with the Customize Application or Modify All Data user permission, you always see all resources, including a link to the release notes.

Important
Important If you install a package with custom Help Menu resources, they don't appear in your Help Menu Setup page or in the Help Menu user interface. To add resources per the package suggestions, use the CustomHelpMenuItem and CustomHelpMenuSection SOAP API objects to view the information contained in the package. Then manually add any resources to the Help Menu Setup page.

The Help Menu isn’t supported in the Salesforce mobile app.