Edit, clone, or deactivate prompts and walkthroughs that you created.
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. |
Editing In-App Guidance
To edit a prompt or walkthrough, select Edit from the actions dropdown menu on the In-App Guidance page in Setup. Or, click Edit in In-App Guidance Builder when you’re previewing a prompt or walkthrough.
When you’re editing, you can move a prompt to a different location by going to the new location and saving.
To edit the Action button, schedule, or profile or permission restrictions in the In-App
Guidance Settings window, click the gear icon 
in the In-App Guidance Builder header.
Cloning In-App Guidance
Quickly create in-app guidance by cloning other prompts and walkthroughs, including prompts and walkthroughs installed from packages. Select Clone from the actions dropdown menu on the In-App Guidance page in Setup.
When you clone another prompt or walkthrough, you can modify any setting except the prompt type.
Activating and Deactivating In-App Guidance
By default, prompts and walkthroughs are active after you create them. The Active column in the In-App Guidance page in Setup shows the status for each prompt or walkthrough that you created or installed.
To turn off a prompt or walkthrough, select Deactivate from the actions dropdown menu on the In-App Guidance page in Setup. Deactivated in-app guidance doesn’t count against the limit.
In Lightning Experience, you can create and activate up to three free custom walkthroughs. To activate more than three custom walkthroughs at a time, purchase the Enablement add-on license and assign permissions.
To activate more than three custom walkthroughs at a time, purchase the Enablement add-on license and assign the Use Custom Walkthroughs permission set to selected users. However, after you purchase the license, only users with this permission set can view any custom walkthroughs. The three free custom walkthroughs are no longer available to all users. The In-App Guidance page in Setup shows the number of free custom walkthroughs that remain available.
In supported Experience Cloud sites, all walkthroughs require Enablement and PRM licenses.