For Pricing we are in Pilot for In-App Guidance. Product Owners can manage in UAT and in Production the In-App Guidance


Salesforce InApp Guidance Process - Solvay - Google Slides


The permission set  that allow management of in App Guidance is : "Manage Prompt"


1/ How to Access In-App Guidance menu

1 - Access the Salesforce Setup

2 - Access In-App Guidance menu


2/ How to use it 


3/ Videos

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  • You can add video on “Docked Prompt”.
  • They have to be stored in a Solvay Google drive and accessible from the user.


On the Videosection , add the link.



To get the link to the video follow those 3 steps :

1/ Open in a new Window

2/ Select "Embed item..."

3/ Copy the whole URL from the “src” tag

Example of code : 

<iframe src="https://drive.google.com/file/d/1KBkVLj-slf3mw8a3tOe8BdMU2VdM5eAB/preview" width="640" height="480" allow="autoplay"></iframe>



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