---
schema_version: "1"
id: 1364a569541ac990651532a0f9f2a47a35a03b0705931daa33f535a559728bab
title: Preview and Test 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_prompt_test.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_prompt_test.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f0173b67b96775db7629e768bb37d9087138e26b4e8782598f95a2ee1c14444e
description: 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.
products:
  - Sales
  - Sales Enablement
release: "264"
---
# Preview and Test In-App Guidance

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.

### 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>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-iag-264-0-0-production-enus/a45c480e-33d8-4e53-927a-228fcd4ff716/images/icon_important.png)

Important Test mode doesn’t support in-app guidance in Experience Cloud sites.

1. From Setup, enter In-App Guidance in the Quick Find box, and then select **In-App Guidance**.
2. Preview a prompt or walkthrough.
    1. From the actions dropdown, select **Preview**.
        
        In-App Guidance Builder opens in preview mode.
    2. To make changes, click **Edit**.
        
        In-App Guidance Builder switches to edit mode.
    3. When you're finished, save your changes and click **Done**.
3. Test all prompts and walkthroughs for a specific user in Lightning Experience.
    1. On the In-App Guidance page in Setup, click **Start Testing**.
    2. Log in as a specific user, and go to the page or app where the in-app guidance appears.
    3. When you're finished, close the browser tab.
    4. To fix any issues you noticed during testing, return to the In-App Guidance page in Setup and select **Edit** from the prompt’s or walkthrough’s dropdown.

You can also check out in-app guidance in a sandbox. If you don’t see prompts and walkthroughs in your sandbox, turn on **Adoption Assistance in Sandbox Orgs** in the sandbox’s In-App Guidance page in Setup.

#### See Also

- [Create Prompts](https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_prompt_add.htm&release=264.0.0&type=5 "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.")
- [Create Walkthroughs](https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_wt_add.htm&release=264.0.0&type=5 "Connect multiple prompts for a hands-on interactive tour that onboards users or introduces features. Each prompt becomes a step in the walkthrough.")
- [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.")
- [Limitations for In-App Guidance in Experience Cloud Sites](https://help.salesforce.com/s/articleView?id=sales.iag_site_limitations.htm&release=264.0.0&type=5 "If your company has purchased Enablement, purchased Enablement Partner Relationship Management (PRM), and created an Experience Cloud site built with Aura templates, you can create prompts and walkthroughs in a site. Some functionality that’s available for in-app guidance in Lightning Experience isn’t available for in-app guidance in Experience Cloud sites.")