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Turn Off Custom or Installed In-App Guidance

Prevent custom prompts and walkthroughs that your company created or installed from appearing on their scheduled instances.

Required Editions

User Permissions Needed
To add, edit, and manage in-app guidance in Lightning Experience as an admin:

Modify All Data OR Customize Application

AND

Access to objects or apps related to specific prompts
To add, edit, and manage in-app guidance in Lightning Experience as a user who isn’t an admin:

Design and Deliver In-App Guidance

AND

View All Profiles, View Roles and Role Hierarchy, View Setup and Configuration, and access to objects or apps related to specific prompts
To add, edit, and manage in-app guidance in Experience Cloud sites as an admin:

Modify All Data OR Customize Application

AND

Other profile, role, and site permissions. See Permissions for Creating and Accessing In-App Guidance
To add, edit, and manage in-app guidance in Experience Cloud sites as a user who isn’t an admin:

Design and Deliver In-App Guidance for Partners

AND

Other profile, role, and site permissions. See Permissions for Creating and Accessing In-App Guidance
User Permissions Needed
To manage in-app guidance global settings as an admin:

Modify All Data

OR

Customize Application
To manage in-app guidance global settings as a user who isn’t an admin:

Design and Deliver In-App Guidance

AND

View Setup and Configuration
  1. From Setup, in the Quick Find box, enter In-App Guidance, and then select In-App Guidance.
  2. Click Settings.
  3. Turn off Custom In-App Guidance.

When this option is turned off, users can still access your custom in-app guidance by following a direct URL that you share with them.

See Also