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.
Given a scenario, determine options for users to access onboarding, support, and learning.
~8 min read · 14 practice questions ·
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
- Detail
- Up to 10; 5 recommended
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- 3 without the Enablement add-on
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- Optional action link, not an Action button
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- Up to 30 times, up to 30 days apart
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- 24 hours: one prompt or walkthrough per day per app
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- Up to 10 combined profiles and permissions
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- One per org, at the top, up to 30 URLs
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- Off since Winter '25; Support turns it on
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- Up to 510 characters
Sources for this section (6)
- Types of In-App Guidancehelp.salesforce.com (opens in a new tab)
- Limits for In-App Guidancehelp.salesforce.com (opens in a new tab)
- Considerations for Creating In-App Guidancehelp.salesforce.com (opens in a new tab)
- Custom Help in Lightning Experiencehelp.salesforce.com (opens in a new tab)
- Learning Paths Considerations and Limitationshelp.salesforce.com (opens in a new tab)
- Define Field-Level Helphelp.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform User Experience Designer pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 22 lessons of the Platform User Experience Designer guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (14 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams