What are the three types of Salesforce In-App Guidance and how is targeting configured?
Suggested answer
Salesforce In-App Guidance delivers contextual help and onboarding directly within the UI without code. The three types are:
1. Floating Prompt: A dismissible popover anchored to a specific element on a page (e.g., pointing to a new button). Ideal for announcing new features or explaining a specific UI element.
2. Docked Prompt: A panel docked to the bottom corner of the screen, not anchored to a specific element. Suitable for general contextual tips or surveys that should not obstruct the page.
3. Walkthrough: A multi-step guided tour that sequences multiple floating or docked prompts across one or multiple pages — ideal for onboarding new users to a process. Targeting is configured by: Profile (show only to specific profiles), Permission Set (show to users with a specific permission), App (show in a specific Lightning App), Page URL (show on a specific record or app page), and scheduling (start/end date and time). Prompts can be set to display once, daily, weekly, or always.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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