{"id":183827,"date":"2024-04-30T14:28:29","date_gmt":"2024-04-30T14:28:29","guid":{"rendered":"https:\/\/userpilot.com\/blog\/salesforce-in-app-guidance\/"},"modified":"2026-04-03T10:24:57","modified_gmt":"2026-04-03T10:24:57","slug":"salesforce-in-app-guidance","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/salesforce-in-app-guidance\/","title":{"rendered":"Salesforce In-App Guidance: An In-Depth Review of + A Better Alternative"},"content":{"rendered":"<h2 id=\"1i02\"><strong>What is Salesforce in-app guidance?<\/strong><\/h2>\n<p>Salesforce in-app guidance is a functionality designed to provide contextual guidance to platform users and help them perform various tasks efficiently.<\/p>\n<p>You can use this tool to onboard new Salesforce users, communicate <a href=\"https:\/\/userpilot.com\/blog\/product-updates-guide\/\" target=\"_blank\" rel=\"noopener noreferrer\">new feature updates<\/a>, and <a href=\"https:\/\/userpilot.com\/blog\/user-adoption-strategies\/\" target=\"_blank\" rel=\"noopener noreferrer\">enhance user adoption<\/a>.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/image_312eb90a0c8332e5c4446ae3805d4fdf_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/image_312eb90a0c8332e5c4446ae3805d4fdf_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/image_312eb90a0c8332e5c4446ae3805d4fdf_800.png\" alt=\"Salesforce in-app guidance options\" \/><\/picture><figcaption>Salesforce in-app guidance builder.<\/figcaption><\/figure>\n<h2 id=\"8jgje\">Pros of Salesforce in-app guidance builder<\/h2>\n<p>Designed to aid the <a href=\"https:\/\/userpilot.com\/blog\/new-user-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding of new users<\/a> and employees, the in-app guidance system from Salesforce boasts two main advantages:<\/p>\n<ul>\n<li><strong>No-code builder<\/strong>: The in-app guidance builder doesn&#8217;t require any coding knowledge. This means non-technical team members can build interactive <a href=\"https:\/\/userpilot.com\/blog\/product-experiences\/\" target=\"_blank\" rel=\"noopener noreferrer\">product experiences<\/a> without further installing any scripts or waiting for developer help.<\/li>\n<li><strong>Personalization<\/strong>: Salesforce allows you to <a href=\"https:\/\/userpilot.com\/blog\/user-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">segment users<\/a> based on profiles and permissions before triggering flows, allowing for some basic personalization.<\/li>\n<\/ul>\n<h2 id=\"ft8es\">Cons of Salesforce in-app guidance builder<\/h2>\n<p>The in-app guidance system is not without its disadvantages. Most of these stem from limitations to the&#8230;<\/p>\n<ul>\n<li><strong>Limited UI patterns<\/strong>: Salesforce lacks in-app message types present in other tools such as banners, <a href=\"https:\/\/userpilot.com\/blog\/ui-modal-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">modals<\/a>, and hotspots.<\/li>\n<li><strong>Lack of advanced segmentation<\/strong>: Although we mentioned Salesforce allows basic segmentation, you still can\u2019t create sophisticated segments based on the <a href=\"https:\/\/userpilot.com\/blog\/saas-roles\/\" target=\"_blank\" rel=\"noopener noreferrer\">user&#8217;s role<\/a>, location, or <a href=\"https:\/\/userpilot.com\/blog\/analyze-customer-behavior\/\" target=\"_blank\" rel=\"noopener noreferrer\">in-app behavior.<\/a><\/li>\n<li><strong>Walkthrough limitations<\/strong>: <a href=\"https:\/\/userpilot.com\/blog\/interactive-walkthroughs-improve-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">Walkthroughs<\/a> can have a maximum of ten steps. While this may be great for most occasions, you can&#8217;t add extra prompts if needed.<\/li>\n<\/ul>\n<h2 id=\"ecrrn\">Types of Salesforce in-app guidance prompts<\/h2>\n<p>Salesforce allows you to create two types of in-app guidance &#8211; a single prompt or a <a href=\"https:\/\/userpilot.com\/blog\/saas-product-walkthrough\/\" target=\"_blank\" rel=\"noopener noreferrer\">walkthrough<\/a>.<\/p>\n<p>Whichever one you choose, though, you&#8217;ll have to select from 3 types of prompts: floating, docked, or targeted.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/image1_ac4d88516b4d34ed5f836b775f4766bf_800.png 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/image1_ac4d88516b4d34ed5f836b775f4766bf_800.png 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/image1_ac4d88516b4d34ed5f836b775f4766bf_800.png\" alt=\"types of salesforce in-app guidance prompts\" \/><\/picture><figcaption>Types of in-app guidance prompts.<\/figcaption><\/figure>\n<ul>\n<li><strong>Floating prompt<\/strong>: A floating prompt appears as a small pop-up window that can be positioned as an informative box anywhere on the screen. It floats over the app&#8217;s UI and is ideal for providing quick tips, reminders, or <a href=\"https:\/\/userpilot.com\/blog\/in-app-notifications\/\" target=\"_blank\" rel=\"noopener noreferrer\">notifications<\/a> without interrupting the user&#8217;s workflow.<\/li>\n<\/ul>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/image2_99cc8e34f61111c11544ce8deef2ac76_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/image2_99cc8e34f61111c11544ce8deef2ac76_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/image2_99cc8e34f61111c11544ce8deef2ac76_800.jpg\" alt=\"salesforce in-app guidance floating prompt\" \/><\/picture><figcaption>A floating prompt.<\/figcaption><\/figure>\n<ul>\n<li><strong>Targeted prompt<\/strong>: A targeted prompt also floats over the screen but is tied to a specific element and is positioned relative to that element. This makes it an excellent choice for <a href=\"https:\/\/userpilot.com\/blog\/contextual-onboarding-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">context-sensitive information<\/a>, such as a prompt explaining how a button\/feature works.<\/li>\n<\/ul>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/image3_8c47ef4c2ef3a908c7323aaf7e1a4ede_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/image3_8c47ef4c2ef3a908c7323aaf7e1a4ede_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/image3_8c47ef4c2ef3a908c7323aaf7e1a4ede_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/image3_8c47ef4c2ef3a908c7323aaf7e1a4ede_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/image3_8c47ef4c2ef3a908c7323aaf7e1a4ede_800.jpg\" alt=\"salesforce in-app guidance targeted prompt\" \/><\/picture><figcaption>A targeted prompt for the &#8220;Details&#8221; UI element.<\/figcaption><\/figure>\n<ul>\n<li><strong>Docked prompt<\/strong>: The docked prompt is a larger-sized prompt that typically appears at the bottom corner of the page. It allows you to embed images and videos, and to provide longer step-by-step directions to guide users through more complicated tasks.<\/li>\n<\/ul>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/image4_a81c542a2ac8e56f83126f1a9aee6518_800.jpg 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/image4_a81c542a2ac8e56f83126f1a9aee6518_800.jpg 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/image4_a81c542a2ac8e56f83126f1a9aee6518_800.jpg\" alt=\"salesforce in-app guidance docked prompt\" \/><\/picture><figcaption>Use docked prompts to provide complex new information.<\/figcaption><\/figure>\n<h2 id=\"ae6to\">How to create in-app guidance with Salesforce? A closer look at its in-app guidance settings<\/h2>\n<p>To enable in-app guidance in Salesforce, navigate to Setup &gt; User Engagement &gt; In-App Guidance Settings and toggle it on.<\/p>\n<p>To create a prompt or walkthrough, go to the App Manager tab, select the app where you want to add the prompt, then click Add. Alternatively, you can select <a href=\"https:\/\/userpilot.com\/blog\/in-app-guidance-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">in-app guidance<\/a> from the Settings page and click &#8220;New&#8221; to add a prompt.<\/p>\n<p>After clicking the Create Prompt button, you&#8217;ll be able to select one of the different prompt types, choose a specific page where it appears, and adjust its position, size, color, and font on the setup page on the right sidebar.<\/p>\n<p>Click Next to edit the contents of the prompt, including the title and body. You&#8217;ll also be able to add or embed images and videos for the prompt on this page.<\/p>\n<figure class=\"video strchf-type-video regular strchf-size-regular strchf-align-center\">\n<div class=\"embed-container\">\n<div style=\"max-width: 100%; position: relative; height: 400px;\"><iframe loading=\"lazy\" style=\"position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;\" title=\"How To: In App Guidance Salesforce\" src=\"https:\/\/www.youtube-nocookie.com\/embed\/FLS_B4XC2kY?feature=oembed\" width=\"200\" height=\"113\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<\/div><figcaption>How to create Salesforce in-app guidance.<\/figcaption><\/figure>\n<p>For a walkthrough, you&#8217;ll need to add more prompts to form steps. If you selected walkthrough instead of prompt, you&#8217;ll be able to add prompts as steps. After adding each prompt, select Add Step to add a new one. You&#8217;ll also be able to re-order the steps on the left sidebar.<\/p>\n<p>Note that the first prompt in your walkthrough is your branding and customization environment. Choose from various colors, fonts, and other design elements to create a walkthrough that matches your brand.<\/p>\n<p>Finally, once you&#8217;re done, click Save at the top right corner and customize the profiles, permissions, triggers, and call to action for your new prompt.<\/p>\n<h2 id=\"3dbhs\">Salesforce in-app guidance pricing<\/h2>\n<p>With a standard Salesforce subscription, you&#8217;ll be able to create and view up to three custom walkthroughs at a time.<\/p>\n<p>In addition to the standard Salesforce license cost, you&#8217;ll have to pay an additional $25 per user per month for every user who you want to see or create a walkthrough.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This in-depth review explores the Salesforce In-App Guidance tool and how it works. We also explore Userpilot &#8211; a versatile, more rounded tool for creating excellent product experiences.<\/p>\n","protected":false},"author":24,"featured_media":183828,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[488],"tags":[332,217,52,316,201],"class_list":["post-183827","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-user-engagement","tag-customer-engagement","tag-in-app-guidance","tag-product-experience","tag-user-engagement","tag-user-experience"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Salesforce In-App Guidance: An In-Depth Review + A Better Alternative<\/title>\n<meta name=\"description\" content=\"This in-depth review explores the Salesforce In-App Guidance tool and how it works. 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