Start a guided tour

Guided Tours are available across four user interface types: Standard, Service Portal, Workspace, and Custom UI.

The way-guided tours start varies depending on the specific interface type (tour type).

Parent Topic:Using Guided Tours

Start guided tour from Help Center

If you have the appropriate roles, you can access a guided tour from Standard Forms and Lists UI, Workspace, and Custom UI.

Before you begin

Role required: user

Procedure

1. Select the

The Help Center lists a maximum of four tours.

1. To view more tours, select Show more.

2. Select a tour from the list.

   After you begin a tour, you can see its progress in the Help Center.

   You can select End Tour to end the tour.

   Note: This process applies to custom UI pages or applications accessed through the navigator. Tours aren't visible if a custom page is opened directly without using the navigator.

Start a guided tour from Service Portal

If you have the appropriate roles, you can access a guided tour from Service Portal.

Before you begin

Role required: user

Procedure

1. Go to the Service Portal page that has a guided tour.

   The

1. Select the Tours menu.

   All available tours for the page appear.

2. Select a tour.

   Note:

   If a page doesn’t have a Service Portal Header Menu, you can’t access the Tours menu. In this case, the guided tour is only available to you through auto-launch. See Configure auto-launch for Guided Tours.

   If a tour is assigned at least one role, the audience is limited to users with that role.