# In-App Guidance, Help Menu and Learning Paths

*Platform User Experience Designer Study Guide · Declarative Design · Last updated October 16, 2026 · https://www.certifyforce.com/study-guide/user-experience-designer/declarative-design/in-app-guidance-help-menu-and-learning-paths*

Which declarative help channel fits a need: floating, targeted and docked prompts, walkthroughs and their limits, scheduling and audience rules, In-App Guidance analytics, the custom Help Menu section, Learning Paths in the Guidance Center, and field-level help.

- Certification: Salesforce Platform User Experience Designer
- Exam section: Declarative Design
- Study guide: https://www.certifyforce.com/study-guide/user-experience-designer

**Official exam objective:**

> Given a scenario, determine options for users to access onboarding, support, and learning.

## What the exam expects

- Separate declarative user engagement components from programmatic ones.
- Choose a floating, targeted or docked prompt, or a walkthrough, from the message and its target.
- Configure location, schedule and audience, and predict when a prompt stops showing.
- Know the walkthrough limits and how to measure engagement.
- Pick between the Help Menu, Learning Paths and field-level help, including on mobile.

Key terms: **prompt** (a single in-app message: floating, targeted or docked); **walkthrough** (up to 10 connected prompts forming a guided tour); **Enablement** (the paid add-on that lifts the active-walkthrough limit); **Learning Paths** (assigned learning items, optionally with due dates, shown in the Guidance Center); **field-level help** (help text behind the info icon next to a field).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Walkthrough steps | Up to 10; 5 recommended | [Types of In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_iag_types.htm&language=en_US&type=5) |
| Free active walkthroughs | 3 without the Enablement add-on | [Limits for In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_iag_limits.htm&language=en_US&type=5) |
| Walkthrough final step | Optional action link, not an Action button | [Considerations for Creating In-App Guidance](https://help.salesforce.com/s/articleView?language=en_US&id=sales.customhelp_lex_prompt_consider.htm&type=5) |
| Repeat schedule | Up to 30 times, up to 30 days apart | [Considerations for Creating In-App Guidance](https://help.salesforce.com/s/articleView?language=en_US&id=sales.customhelp_lex_prompt_consider.htm&type=5) |
| Default delay | 24 hours: one prompt or walkthrough per day per app | [Considerations for Creating In-App Guidance](https://help.salesforce.com/s/articleView?language=en_US&id=sales.customhelp_lex_prompt_consider.htm&type=5) |
| Audience restrictions | Up to 10 combined profiles and permissions | [Considerations for Creating In-App Guidance](https://help.salesforce.com/s/articleView?language=en_US&id=sales.customhelp_lex_prompt_consider.htm&type=5) |
| Custom Help Menu section | One per org, at the top, up to 30 URLs | [Custom Help in Lightning Experience](https://help.salesforce.com/s/articleView?id=platform.customhelp_lex.htm&language=en_US&type=5) |
| Learning Paths default | Off since Winter '25; Support turns it on | [Learning Paths Considerations and Limitations](https://help.salesforce.com/s/articleView?id=platform.customhelp_lex_learning_consider.htm&language=en_US&type=5) |
| Field-level help length | Up to 510 characters | [Define Field-Level Help](https://help.salesforce.com/s/articleView?id=sf.customhelp_defining_field_level_help.htm&type=5) |

## Check yourself

- Why does a docked prompt suit a layout-change video better than a floating prompt?
- When do users who never had a walkthrough permission lose access to the free walkthroughs?
- Why can't the custom Help Menu section replace Learning Paths for compliance training?

## Sources

- [Types of In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_iag_types.htm&language=en_US&type=5)
- [Considerations for Creating In-App Guidance](https://help.salesforce.com/s/articleView?language=en_US&id=sales.customhelp_lex_prompt_consider.htm&type=5)
- [In-App Guidance](https://help.salesforce.com/s/articleView?id=sf.customhelp_lexguid.htm&type=5)
- [Permissions for Creating and Accessing In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_wt_license.htm&language=en_US&type=5)
- [Limits for In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_iag_limits.htm&language=en_US&type=5)
- [Create Walkthroughs](https://help.salesforce.com/s/articleView?language=en_US&id=sales.customhelp_lex_wt_add.htm&type=5)
- [Analytics for In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_prompt_monitor.htm&language=en_US&type=5)
- [Custom Help in Lightning Experience](https://help.salesforce.com/s/articleView?id=platform.customhelp_lex.htm&language=en_US&type=5)
- [Learning Paths Considerations and Limitations](https://help.salesforce.com/s/articleView?id=platform.customhelp_lex_learning_consider.htm&language=en_US&type=5)
- [Guidance Center](https://help.salesforce.com/s/articleView?id=platform.admin_guidancecenter_ov.htm&language=en_US&type=5)
- [Customize the Help Menu in Lightning Experience](https://help.salesforce.com/s/articleView?id=platform.customhelp_lexhelpmenu.htm&language=en_US&type=5)
- [Field-Level Help](https://help.salesforce.com/s/articleView?id=platform.customhelp_getting_started_flh.htm&language=en_US&type=5)
- [Define Field-Level Help](https://help.salesforce.com/s/articleView?id=sf.customhelp_defining_field_level_help.htm&type=5)
- [Get Started with User Engagement](https://trailhead.salesforce.com/content/learn/modules/user-engagement/get-started-with-user-engagement)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 14 linked practice questions, and unlimited timed mock exams are included with the Platform User Experience Designer pack (USD $19): https://www.certifyforce.com/practice-exams