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Embedded Help › In-product help › Adoption services › Configure user experiences
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configuring Embedded Help

Plan and configure the Embedded Help topics that your organization's users would benefit from.

Configuration overview

You should begin your Embedded Help configuration by planning, including identifying features, forms, and lists that your users could use additional guidance on. Then, begin to map and create or update the topics you will create.

  • Embedded Help planning
    Before writing custom embedded help, plan the content and note the information used in the Embedded Help form. Careful planning ensures that the topic appears for the right page and role.
  • Add custom Embedded Help from a copy
    To customize embedded help for your organization, you can edit a topic in the base system and save it as a copy.
  • Add custom Embedded Help content
    You can create a new custom embedded help topic, for example, if you have a custom application and you want to provide help to users.
  • Embed video content in help topics
    You can embed a link to video content in a custom embedded help topic. YouTube and Vimeo video content is supported.

Parent Topic:Embedded Help