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Create Prompts in Lightning Experience

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Apr 12, 2025
7:06

✅ Create a Docked Prompt in Salesforce 1. Prework Make sure you've added https://resources.help.salesforce.com as a Trusted URL for images: Setup → In-App Guidance → Trusted URLs → New URL: Given URL Click Save 2. Create the In-App Prompt Go to: Setup → In-App Guidance → Add Prompt 3.Prompt Settings Location: App: Sales Console Page: Home Page Prompt Type:Docked Prompt Theme Color:Dark 4.Prompt Content Header: Check it out! Title: Customize Your Console Navigation Body: You can add, remove, and reorder navigation items at any time. (Note: This won't be checked, so you can slightly tweak if needed) 5.Add Image Media Type: Image Image URL: https://resources.help.salesforce.com/images/e543ddf8f778368bc30f38f19932cc90.png Alt Text: Navigation list Image Layout: Image Above Body Text 6.Action Button Label: Learn About Console Apps URL: https://help.salesforce.com/s/articleView?id=sf.console_lex_feature_parity.htm&type=5 7.Schedule & Display Settings Schedule End Date: Set it to 1 month from today Times to Show: 3 Days in Between: 5 8.Final Settings Name: Customize Navigation in Console API Name: CustomizeNavigationinConsole Description: Tell users how to customize the navigation in the Sales Console app.

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Create Prompts in Lightning Experience | NatokHD