Edit the default onboarding modal
Edit the default onboarding modal to personalize content for your users.
Before you begin
Role required: admin
Procedure
Navigate to All > Adoption Services > All Guidance.
On the Guidance list, select Onboarding.
On the Guidance related list, select the guidance list entry that corresponds to the onboarding slide that you want to edit.
The list entries include Intro/welcome, Pinning, All menu, Favorites menu, History, and Application Pill.
On the form, edit the fields.
Field Description Name Name of the guidance. Layout Selected layout of the guidance. Order Order that the guidance displays. The lowest number displays first and the next chronological number follows. Action Label Button labels that enable the user to navigate the guidance modal. Application Application for the guidance. Guidance The guidance that this Help Guidance Step applies to. On the Help Contents related list, select the list entry associated with the guidance.
For example, Jump between things with ease for the History guidance and Everything you need is right here for the All menu guidance.
On the form, edit the fields.
Field Description Title Title of the help content. Subtitle Subtitle that's displayed in the modal of the help content in the UI. Type Type of guidance that's selected. Application Application for the guidance. Guidance Step Help Guidance Step that this Help Content is associated with. For example, Intro/welcome, All menu, and History. Default Help content is selected as default. Footer Footer that's displayed in the modal of the help content in the UI. Provide Custom HTML Select to input custom HTML into the help content. Text Text that displays in the modal of the help content in the UI. Select Update.
Parent Topic:Onboarding modals