In-App Guidance Walkthroughs

In Summer ‘20, Salesforce made walkthroughs available. This package uses that feature to create example walkthroughs. To see walkthroughs, users need a license from the myTrailhead subscription. For pricing details, contact your Salesforce account executive. See the Start Walkthrough Trial button on the In-App Guidance Setup page to start a 30-day free trial.

Whether you’re transitioning your sales team from Salesforce Classic to Lightning Experience or onboarding users for the first time, this set of walkthroughs helps users identify key features to help them get up and running quickly.

Introduce users to the basics: the Help Menu, profile and personal settings, and favorites Help users quickly get to the records that matter the most to them with the App Launcher and navigation bar Guide users through creating, editing, and consuming data from lists Train users on the most efficient way to work with records

See the Customization Guides section for links to product documentation, including how to clone and customize walkthroughs. Look for a PDF of all the walkthrough copy and tips for customization on this listing page.