Running a guide
1
Pick a guide
Open the side panel’s Guide tab — it lists every published guide that has merged into your docs — and click Start guide. The assistant can also suggest a guide and start it for you when your question is a “how do I…”.
2
Follow the spotlight
Guide Me highlights the current step’s element with a blue spotlight and a numbered badge showing where you are in the guide.
3
Click to advance
Perform the step — clicking the highlighted element moves you to the next one. Navigation steps advance automatically when the page changes.
Resilient element finding
Applications change between the day a guide is recorded and the day it’s replayed. Guide Me finds each step’s target resiliently rather than relying on a single brittle pointer:- Matches elements by their text, selectors, labels, and surrounding context.
- Waits for pages to finish rendering before searching, so dynamic UIs don’t cause false misses.
- Scrolls the target into view automatically.
- Heals stale selectors when the page structure has drifted, so guides keep working as the app evolves.
When an element can’t be found
If a step’s target genuinely no longer exists — a button was removed, a layout changed completely — Guide Me doesn’t guess. It shows a card with the original screenshot and step description so you can complete the step manually and continue the guide.Replays travel
Guides aren’t tied to the machine or environment where they were recorded:- Across devices — anyone in your organization with the extension can replay any published guide.
- Across orgs — URL patterns adapt, so a guide recorded in one Salesforce org replays correctly in another (for example, from a sandbox to production).