Designing In-App Guidance in Lightning Experience

Helping users navigate complex software interfaces is essential for boosting productivity and ensuring smooth adoption. Lightning Experience offers powerful in-app guidance tools, but crafting messages that actually help requires both technical setup and clear design principles. This text-based course teaches you how to design, configure, and deploy engaging prompts directly within the interface, ensuring your team gets the right help at the exact moment they need it. What you'll learn: - Understand the core concepts of in-app guidance and the different types of Lightning prompts available. - Configure single-prompt alerts and multi-step walkthroughs to guide users through complex workflows. - Apply modern UX writing principles to craft clear, actionable message copy that drives engagement. - Target prompts to specific user profiles, permissions, and page locations for personalized help. - Analyze user interaction metrics to measure prompt effectiveness and iterate on your guidance strategy. - Maintain and update active prompts to keep pace with evolving software features and processes. You will start with foundational terminology and prompt types before walking through step-by-step configuration workflows, targeting rules, and analytical best practices. Designed specifically for beginners, this course requires no prior administrative experience or technical prerequisites. Start reading today to design guidance that empowers your users and simplifies daily tasks.