---
schema_version: "1"
id: 54578bd4891e0d28d51eaf4717b34bcf9117939c6f70f5d126ed4ac80dc3c8ce
title: Maintaining and Expanding In-App Guidance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/iag_adopt.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.iag_adopt.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0e6bd5025ec464b9ff24e9825677c0ef36d5a5045ab02e07b5d699e598550146
description: Track in-app guidance usage and adoption with analytics tools. Reach more users by editing, cloning, localizing, and packaging prompts and walkthroughs.
products:
  - Sales
  - Sales Enablement
release: "264"
---
# Maintaining and Expanding In-App Guidance

Track in-app guidance usage and adoption with analytics tools. Reach more users by editing, cloning, localizing, and packaging prompts and walkthroughs.

### 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>

- **[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.
- **[Guidelines for In-App Guidance in Managed Packages](https://help.salesforce.com/s/articleView?id=sales.customhelp_iag_packages.htm&release=264.0.0&type=5)**  
    You can include prompts and walkthroughs for Lightning Experience in a managed package, with some limitations.