---
schema_version: "1"
id: cb24ed5fda7efa6b441b5f01a3e2059a17f3ecd583601ce551eda8ea3210115e
title: Create Prompts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/customhelp_lex_prompt_add.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_prompt_add.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 689383a52ce5a6d3c96eb6f623c2565685d14e90836c37fbc33a728c639a4adf
description: Provide helpful content to users where they’re working. Introduce users to new features, draw attention to specific details in their environment, and provide nudges or reminders.
products:
  - Sales
  - Sales Enablement
release: "264"
---
# Create Prompts

Provide helpful content to users where they’re working. Introduce users to new features, draw attention to specific details in their environment, and provide nudges or reminders.

### 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="d1390e113">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d1390e113 ">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="d1390e113 ">
              <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="d1390e113 ">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="d1390e113 ">
              <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="d1390e113 ">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="d1390e113 ">
              <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="d1390e113 ">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="d1390e113 ">
              <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>

To see how you can create a prompt in Lightning Experience, watch the video. [![Watch Video Demo](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-iag-264-0-0-production-enus/a45c480e-33d8-4e53-927a-228fcd4ff716/resources-global/_corporate/images/play_btn.png) Create Prompts in Lightning Experience](https://salesforce.vidyard.com/watch/mfpLNa4prnDNuHS5zJm5wg)

1. From Setup, in the Quick Find box, enter In-App Guidance, and then select **In-App Guidance**.
2. Click **Add**.
    
    In-App Guidance Builder opens in a new browser tab.
3. From the Environment dropdown, select where you want to create the prompt.
    - For Lightning Experience, select **Your Org (Lightning Experience)**.
    - For an Experience Cloud site, select **Site Name (Experience Cloud Site)**.
4. In the environment you selected, go to the app or page where you want to add the prompt, and then click **Add**.
    
    If the current page doesn’t support prompts, the Add button isn’t available.
    
    The New In-App Guidance panel opens in In-App Guidance Builder.
5. In the New In-App Guidance panel, select **Single Prompt**, and then click **Next**.
6. Select the prompt type, location, and position, and then click **Next**.
    - For a targeted prompt, click **Targeting Mode** and select the element or field you want to associate with the prompt.
    - For a prompt in Lightning Experience, select a custom theme color.
7. Enter the prompt title and body text, add optional images, and add other related content.
    - For a floating or targeted prompt, enter a label for the Dismiss button.
    - For a docked prompt, enter text for the extra header and optionally embed a video.
8. Save your changes.
9. In the In-App Guidance Settings window, specify other options for the prompt. Add an optional Action button, schedule when the prompt is visible, restrict access to specific profiles or permissions, and copy the prompt’s URL. On the Details step, enter a name and API name, and then save your changes.
10. In In-App Guidance Builder, click **Done**.

#### See Also

- [Types of In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_iag_types.htm&release=264.0.0&type=5 "Select the appropriate type of in-app guidance depending on the support you want to give to users and the environment that you’re working in.")
- [Considerations for Creating In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_prompt_consider.htm&release=264.0.0&type=5 "Before creating prompts and walkthroughs, review the options available in the In-App Guidance Builder and In-App Guidance Settings window that determine the behavior of the prompts and walkthroughs you create.")
- [Preview and Test In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_prompt_test.htm&release=264.0.0&type=5 "Verify that the prompts and walkthroughs that you created appear correctly for the right users. Quickly preview a prompt or walkthrough in any environment. For in-app guidance in Lightning Experience, perform more thorough quality assurance testing for all prompts and walkthroughs that a specific user can see. Test mode ignores schedule settings, global time delay settings, and user interaction analytics. You can also test prompts and walkthroughs in a sandbox.")
- [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.")
- [Guidelines for Editing, Cloning, and Deactivating In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.iag_maintain.htm&release=264.0.0&type=5 "Edit, clone, or deactivate prompts and walkthroughs that you created.")
- [Considerations for Localizing In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.iag_localize.htm&release=264.0.0&type=5 "In Translation Workbench, you can localize prompts and walkthroughs for international users, but some considerations apply.")
- [_Knowledge Article_: In-App Guidance Prompts FAQ](https://help.salesforce.com/apex/HTViewSolution?urlname=In-App-Guidance-Beta-FAQ)