in-app-guidance-and-walkthroughs

in-app-guidance-and-walkthroughs is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 85 tokens per session (2,685 once invoked), scanned A, original, Apache-2.0.

A setup guide for Salesforce In-App Guidance, which displays prompts and step-by-step walkthroughs inside the Lightning user interface. It covers who sees them, when they appear, and how usage is measured.

In plain words
What is it for?
Use it to create floating or docked prompts, build walkthroughs, target user profiles, schedule guidance, and review adoption analytics.
Why use it?
It helps teams introduce features in context and avoid showing the wrong instructions to the wrong users or exceeding platform limits.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to create floating or docked prompts, build walkthroughs, target user profiles, schedule guidance, and review adoption analytics.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/in-app-guidance-and-walkthroughs
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill in-app-guidance-and-walkthroughs
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for in-app-guidance-and-walkthroughs

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/in-app-guidance-and-walkthroughs/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/in-app-guidance-and-walkthroughs)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/in-app-guidance-and-walkthroughs"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/in-app-guidance-and-walkthroughs/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for in-app-guidance-and-walkthroughs

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/in-app-guidance-and-walkthroughs"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/in-app-guidance-and-walkthroughs.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 85 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,685 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00085 $0.02685
Opus 5 $0.00043 $0.01342
Sonnet 5 $0.00017 $0.00537
Haiku 4.5 $0.00009 $0.00268

Measured 9d ago against content hash c13431b11fac, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

in-app-guidance-and-walkthroughs scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_in_app_guidance_and_walkthroughs.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/in-app-guidance-and-walkthroughs/SKILL.md · 189 lines

How it starts

The opening of the file, as written. The whole thing — 189 lines — stays where its author put it; the contents beside it link to each section on GitHub.

In-App Guidance and Walkthroughs

This skill activates when a practitioner needs to design, configure, or troubleshoot Salesforce In-App Guidance — the platform's native mechanism for delivering contextual prompts and multi-step walkthroughs to users directly inside Lightning Experience. It covers prompt type selection, walkthrough authoring, audience filtering, scheduling, limit management, and adoption analytics.


Before Starting

Gather this context before working on anything in this domain:

  • Confirm the org is on Lightning Experience. In-App Guidance does not function in Salesforce Classic or Experience Cloud (Guest/Partner portals require PRM licenses and use a different engine).
  • Identify how many active custom walkthroughs the org already has. The free tier allows exactly 3 active walkthroughs. Exceeding that limit requires a Sales Enablement license (~$25/user/month as of Spring '25). Prompts created by AppExchange managed packages do not count against this cap.
  • Determine which user profiles should see each prompt. Audience targeting is profile-based only as of Spring '25 — permission sets, roles, territories, and behavioral signals are not supported natively.
  • Identify the anchor element for any targeted prompt. If the anchor UI element is removed or renamed in a future release or layout change, the targeted prompt will silently stop appearing with no error surfaced to admins.

Core Concepts

Prompt Types

Salesforce provides three prompt types, each with distinct behaviors and trade-offs:

Floating prompts are repositionable modal-style cards. The user can drag them to a different position on the page. They are the most flexible prompt type and work anywhere in Lightning Experience. Use them for org-wide announcements or general onboarding messages that do not need to point at a specific UI element.

Docked prompts appear anchored to the bottom corner of the screen. They support embedded video (YouTube or a direct video URL) and are designed for richer content such as feature overview clips. Because they stay docked rather than overlaying content, they have lower intrusion on user workflow. Use them when video is the primary communication medium.

Read the full file on GitHub · 189 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 189 lines · 85 tokens per session scan A c13431b11fac

Subscribe to this mod's changes

in-app-guidance-and-walkthroughs is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 85 tokens to every session and 2,685 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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