How to Create In-App Guidance In Salesforce
In this blog, you will learn how you can create your own In-App Guidance.
In Lightning Experience, add prompts and walkthroughs to your app to share information, train, or onboard users.
Write the content, select the target audience, and specify where it appears and for how long.
You can add multiple items to the same page, but they don’t appear at the same time.
By default, a user sees only one item per 24 hours, per app.
Salesforce shows it again or cancels scheduled recurrences based on whether the user interacts with or ignores the prompt or walkthrough.
Watch the video to learn how to navigate the In-App Guidance Setup page and builder.
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