Hi,
Is it possible for end-users to manually start In-App Guidance? I assumed it was possible by clicking the ? next to the ⚙️ but that only shows the Standard Salesforce items (see attachement)
I want to create a walk through for new users, but I don't want to annoy them with pop-ups. I want them to able to start the walk through on their own, just like it's possible with the Standard Salesforce Help items.
This is sort of possible.
What you can do is schedule the your In-App Guidance to show 1 time.
And get the shareable link and add it to the Help Menu (?).
When users click on the shareable link, the URL opens even if the user previously viewed or closed the in-app guidance, clicked the action button, or isn’t a part of the profile or permission set.
To add the In-App Guidance to the Help Menu, get the shareable link of the prompt or walkthrough from the In-App Guidance Settings, then add it to the Help Menu.
Search 'Help Menu' in the Quick Find in Setup.
