---
schema_version: "1"
id: e7376ff22207073f3dd92558d1f2122cb7f62b4a9bf19a0cdcfd9410fdd7ef5f
title: Guidelines for Editing, Cloning, and Deactivating 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_maintain.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.iag_maintain.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cedf378d84dfc18ab917357d60908ac477d671fdca501459670ee3197e7b5edb
description: Edit, clone, or deactivate prompts and walkthroughs that you created.
products:
  - Sales
  - Sales Enablement
release: "264"
---
# Guidelines for Editing, Cloning, and Deactivating In-App Guidance

Edit, clone, or deactivate prompts and walkthroughs that you created.

### 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>

## 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 ![Gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-iag-264-0-0-production-enus/a45c480e-33d8-4e53-927a-228fcd4ff716/resources-global/_corporate/images/gear.png) 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.

#### See Also

- [Limits for In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_iag_limits.htm&release=264.0.0&type=5 "The number of prompts and walkthroughs you can create is limited. The number of prompts and walkthroughs you can install from AppExchange isn’t limited but we recommend a maximum number that you can have at one time.")
- [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.")