---
schema_version: "1"
id: fe96eb4d07be0bc4aefbf9a2b6bc68b799c0b3f00a1bc01548478b145eeba5df
title: Getting Started with 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_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.iag_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9eb1633230ea7dedc4145fd4f13cdba016e5a9d94e1323be8fbbb783ac4c0107
description: To start creating prompts and walkthroughs, review some important considerations and helpful tips, assign required permissions, and explore related tools and resources.
products:
  - Sales
  - Sales Enablement
release: "264"
---
# Getting Started with In-App Guidance

To start creating prompts and walkthroughs, review some important considerations and helpful tips, assign required permissions, and explore related tools and resources.

### 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>

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

Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See [Discover and Set Up Features With Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US).

- **[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.
- **[Tips for Writing Effective In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_prompt_example.htm&release=264.0.0&type=5)**  
    Create effective prompts and walkthroughs with engaging titles and appropriate resources.
- **[Permissions for Creating and Accessing In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_wt_license.htm&release=264.0.0&type=5)**  
    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.
- **[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.
- **[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.
- **[Resolve Errors and Warnings in In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_iag_errors.htm&release=264.0.0&type=5)**  
    Errors or warnings can sometimes appear when you’re creating or editing in-app guidance. For example, errors and warnings occur when a page doesn’t support a prompt, a page with a prompt is deleted, or a field-level error occurs. The In-App Guidance page in Setup tracks errors and warnings for each prompt or walkthrough that you created.
- **[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.