From Setup, manage settings that apply to all prompts and walkthroughs, including
content that your company manages and content that Salesforce provides. Manage the time delay
between in-app guidance appearances, and control what types of in-app guidance are
available.
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. |
- Change the Default Time Delay for Showing In-App Guidance
By default, a 24-hour delay applies to all prompts and walkthroughs, including in-app guidance that Salesforce provides, so that a user sees only one prompt or walkthrough per day per app. To change the default time delay for showing a prompt or walkthrough again after a user dismissed it, specify a custom value from the In-App Guidance page in Setup.
- Turn Off Salesforce Standard In-App Guidance
If the in-app content that Salesforce provides in Lightning Experience isn’t suitable for your users, turn it off from the In-App Guidance page in Setup.
- 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.
