---
schema_version: "1"
id: 82df26f9a9eae77329938972e454eca6cfaa52a9659d59c50dc3d53fbf0d85e6
title: 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_lexguid.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.customhelp_lexguid.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 29c0ec3fcbbd132087ab1ea7befc98045a046d4c606c1e57ad8e8a0529ff58b9
description: 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 or in supported Experience Cloud site pages. Write the content, select the target audience, and specify where and when the in-app guidance appears.
products:
  - Sales
  - Sales Enablement
release: "264"
---
# In-App Guidance

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 or in supported Experience Cloud site pages. Write the content, select the target audience, and specify where and when the in-app guidance appears.

### 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>

![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 Sales Cloud is now Agentforce Sales. You may see references to Sales Cloud in our application and documentation.

- **[Getting Started with In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.iag_create.htm&release=264.0.0&type=5)**  
    To start creating prompts and walkthroughs, review some important considerations and helpful tips, assign required permissions, and explore related tools and resources.
- **[Maintaining and Expanding In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.iag_adopt.htm&release=264.0.0&type=5)**  
    Track in-app guidance usage and adoption with analytics tools. Reach more users by editing, cloning, localizing, and packaging prompts and walkthroughs.
- **[Managing Settings That Apply to All In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.iag_setup.htm&release=264.0.0&type=5)**  
    From Setup, manage settings that apply to all prompts and walkthroughs, including content that your company manages and content that Salesforce provides. Manage the time delay between in-app guidance appearances, and control what types of in-app guidance are available.
- **[Limits for In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_iag_limits.htm&release=264.0.0&type=5)**  
    The number of prompts and walkthroughs you can create is limited. The number of prompts and walkthroughs you can install from AppExchange isn’t limited but we recommend a maximum number that you can have at one time.

#### See Also

- [_Video_: Get Started with In-App Guidance](https://salesforce.vidyard.com/watch/EeyJabzZtNm67Fz6NzTFYM)
- [_Video_: Create Prompts](https://salesforce.vidyard.com/watch/mfpLNa4prnDNuHS5zJm5wg)
- [_Video_: Create Walkthroughs](https://salesforce.vidyard.com/watch/hXu7Vomp2bgPc5RSM1U6n3)
- [_Trailhead_: User Engagement](https://trailhead.salesforce.com/en/content/learn/modules/user-engagement)
- [_Knowledge Article_: In-App Guidance Prompts FAQ](https://help.salesforce.com/apex/HTViewSolution?urlname=In-App-Guidance-Beta-FAQ)