Embedded Help
Embedded Help is a set of tools to deliver contextual, in-app documentation within Salesforce.
Embedded Help content is created by Help Author users. To this end, they require special permissions. See User roles & permissions.
What it does
- Displays help content directly on data entry forms and other screen elements where you have identified that users need assistance.
- Provides a platform for creating and organizing conceptual and practical documentation.
- Offers granular control over where to show help and how it is displayed.
- Allows tracking help interactions to learn how users use help content.
Dive in
Learn about how Embedded Help works to start off implementing your helping resources.
Content Creation & Management
Explore your options for showcasing information and building a knowledge base within Salesforce.
Customisation
Embedded Help offers a high degree of customisation at multiple levels, from the content and its appearance to its context and the surrounding user interface.