You can see that the first step is to choose, single prompt or walk through. Go ahead and click add on the upper right corner. Since, it’s our first one, we won’t have any other ones already on our home page. In the settings area, you can decide whether you want to have the default 24h period between each and every guidance message or if you’d like to increase or decrease the frequency.Īnyway, going back to our main objectif: you can now click on add, and you’ll be directed to the in app guidance page. To access it, simply go to setup and type “in-app guidance” In-app guidance is an easy way to implement all kinds of company announcements as well as training the new employees if needed. The better solution for the above business requirement.

My first reaction was to have a rich text zone on the home page and teaching admins how to edit the lightning home page and write whenever they choose but it was messy: admins have to manually change the message each time, they cannot change the position of the message easily and most importantly they cannot create walk throughs or tutorials for new users.Įnters the in-app guidance.

In which they wanted to have a zone in the home page to announce new features, company announcements, best practices to Salesforce success ….etc This article stems from a real business requirement by one of my very important clients. After the ever so helpful article published yesterday by our Lightning champion Yann Perramant about the new lightning features for flow builders, today I’ll present to you the in-app guidance feature. It’s almost the end with Texei advent calendar but we saved the best for last.

Install champ app to salesforce