Track in-app guidance usage and adoption with analytics tools. Reach more users by editing, cloning, localizing, and packaging prompts and walkthroughs.
Required Editions
| Available in: Lightning Experience |
| Available with a limited number of active walkthroughs in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available with Enablement, which is available in Developer Edition with a limited number of add-ons and with Sales, Service, or Salesforce Platform in: Enterprise, Performance, Unlimited and Einstein 1 Sales EditionEditions for an additional cost |
| In-app guidance in Experience Cloud sites with Partner Enablement requires an Enablement add-on license and supported PRM add-on license. |
- Analytics for In-App Guidance
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
Edit, clone, or deactivate prompts and walkthroughs that you created. - Considerations for Localizing In-App Guidance
In Translation Workbench, you can localize prompts and walkthroughs for international users, but some considerations apply. - Guidelines for In-App Guidance in Managed Packages
You can include prompts and walkthroughs for Lightning Experience in a managed package, with some limitations.