Embedded Help
Customisation
Salesforce Classic
this page explains how to add improved help to salesforce classic pages to get started with improved help in salesforce classic, you need to add a custom button or link to the sidebar when clicked, this will display help icons (?) next to any helped elements on the page and show the quick access menu in the top right corner the most straightforward way to set this up is to create a new your 'in app' coach! home page help & training component and add it to your home page layouts create a link in salesforce, navigate to setup > customise > home > custom links click the new button to create a new link label = help on this page! (or whatever will work for your users) behaviour = execute javascript content source = onclick javascripts paste the following code in the white box below var scr = document createelement('script'); scr setattribute('src', '/resource/iahelp ihresources/js/jsconsole js'); document head appendchild(scr); click save create a links component go to setup > customise > home > home page components click the new button to create a new links component name this component in a way that will work for your users—for example, your 'in app' coach! add the link you created above in step 1 of this section ( help on this page! ) click save add the links component to your page layout go into setup > customise > home > home page layouts edit your desired home page layout (or create a clone to test with a subset of users if testing in a production org) add the your 'in app' coach! component to your sidebar and place it somewhere near the top click save to finish