---
schema_version: "1"
id: a713373aa261a03d9e1a5218276b6073108e6e931b3e6ebec09626c8f6e595bf
title: Resolve Errors and Warnings in In-App Guidance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/customhelp_lex_iag_errors.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_iag_errors.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3cb0e3e25f7ef16b267cdb1c67e474a997f91a9cba4e26ca6ca6ad21b3e60ce3
description: Errors or warnings can sometimes appear when you’re creating or editing in-app guidance. For example, errors and warnings occur when a page doesn’t support a prompt, a page with a prompt is deleted, or a field-level error occurs. The In-App Guidance page in Setup tracks errors and warnings for each prompt or walkthrough that you created.
products:
  - Sales
  - Sales Enablement
release: "264"
---
# Resolve Errors and Warnings in In-App Guidance

Errors or warnings can sometimes appear when you’re creating or editing in-app guidance. For example, errors and warnings occur when a page doesn’t support a prompt, a page with a prompt is deleted, or a field-level error occurs. The In-App Guidance page in Setup tracks errors and warnings for each prompt or walkthrough that you created.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with a limited number of active walkthroughs in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Enablement, which is available in <strong>Developer</strong> Edition with a limited number of add-ons and with Sales, Service, or Salesforce Platform in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong> and <strong>Einstein 1 Sales Edition</strong>Editions for an additional cost</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">In-app guidance in Experience Cloud sites with Partner Enablement requires an Enablement add-on license and <a href="https://help.salesforce.com/s/articleView?id=slack.prm_support_license_template.htm&amp;language=en_US" target="_blank">supported PRM add-on license</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d4489e113">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4489e113 ">To add, edit, and manage in-app guidance in Lightning Experience as an admin:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4489e113 ">
              <p>Modify All Data OR Customize Application</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Access to objects or apps related
                to specific prompts</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4489e113 ">To add, edit, and manage in-app guidance in Lightning Experience as a user who isn’t
              an admin:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4489e113 ">
              <p>Design and Deliver In-App Guidance</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View All Profiles, View Roles and Role
                Hierarchy, View Setup and Configuration, and access to objects or apps related to specific
                prompts</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4489e113 ">To add, edit, and manage in-app guidance in Experience Cloud sites as an
              admin:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4489e113 ">
              <p>Modify All Data OR Customize Application</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Other profile, role, and site
                permissions. See <a href="https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_wt_license.htm&amp;release=264.0.0&amp;type=5" title="A Salesforce admin assigns permissions to users who create in-app guidance in any environment, who access walkthroughs in Lightning Experience, and who access in-app guidance in Experience Cloud sites. No permissions are necessary for accessing prompts in Lightning Experience.">Permissions for Creating and Accessing In-App Guidance</a></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4489e113 ">To add, edit, and manage in-app guidance in Experience Cloud sites as a user who isn’t
              an admin:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4489e113 ">
              <p>Design and Deliver In-App Guidance for Partners</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Other profile, role, and
                site permissions. See <a href="https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_wt_license.htm&amp;release=264.0.0&amp;type=5" title="A Salesforce admin assigns permissions to users who create in-app guidance in any environment, who access walkthroughs in Lightning Experience, and who access in-app guidance in Experience Cloud sites. No permissions are necessary for accessing prompts in Lightning Experience.">Permissions for Creating and Accessing In-App Guidance</a></p>
            </td>

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

1. From Setup, in the Quick Find box, enter In-App Guidance, and then select **In-App Guidance**.
2. Find the prompt or walking that has errors or warnings, and click the icon on the left side of the number column.
3. From the actions dropdown, select **Edit** to open the In-App Guidance Builder.
4. Resolve the error or warning.
5. On the In-App Guidance page in Setup, select **Clear Errors** from the actions dropdown.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-iag-264-0-0-production-enus/a45c480e-33d8-4e53-927a-228fcd4ff716/images/icon_note.png)
    
    Note Clear the errors only after you confirmed that the error is resolved.
6. For a walkthrough, if the cause of an error in a walkthrough isn’t clear, you can create a report to help you troubleshoot.
    1. Set up a custom report type that uses the Prompt Action object.
    2. Add these fields as columns in the report.
        
        - Step Number
        - Last Display Date
        - Last Result (look for the Error valid value)
        - Name
        - User: Full Name
        
        ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-iag-264-0-0-production-enus/a45c480e-33d8-4e53-927a-228fcd4ff716/images/icon_tip.png)
        
        Tip Missing fields when you create or edit a report? You can design the field layout for reports created from a custom report type. From the Report Types Setup page, select the custom report type you want to edit. Click **Edit Layout** on the Fields Available for Reports section.

#### See Also

- [Analytics for In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_prompt_monitor.htm&release=264.0.0&type=5 "Track views and completion data for prompts and walkthroughs so you can iterate and improve upon your onboarding and discovery strategy. Some quick analytics are available on the In-App Guidance page in Setup, or you can create a custom report type for more in-depth analysis. Some prebuilt, customizable reports and dashboards are available to download from AppExchange.")
- [Create a Custom Report Type](https://help.salesforce.com/s/articleView?id=xcloud.reports_defining_report_types.htm&language=en_US)
- [_Salesforce Developers_: PromptAction](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_promptaction.htm)