PromptVersion

Represents an in-app guidance prompt. Available in API version 46.0 and later.

Use prompts to display announcements, training, or news to users within the app. Choose to add an action button that links to a URL of your choice. Track views and action button clicks.

Supported Calls

create(), delete(), describeSObjects(), query(), retrieve(), update(), upsert()

Special Access Rules

Admins have access to add or edit prompts. For non-admin users, assign the Manage Prompts and Modify Metadata user permission. Everyone can see the In-App Guidance setup page.

Packaging Prompts

See Creating Managed Packages in Salesforce Help for more information.

To create a managed package in a Developer edition org, set an org namespace prefix first. You aren’t able to create a prompt without one.

Unmanaged packages for prompts isn’t supported.

When orgs install prompts from packages, the prompts will be the same publish state as indicated by the IsPublished field. For example, if the package prompt is active, it will also be active when installed by the user.

Fields

Field	Details
ActionButtonLabel	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Label for the action button. Maximum of 25 characters.
ActionButtonLink	Type url Properties Create, Filter, Group, Nillable, Sort, Update Description URL for the action button. Maximum of 1,000 characters. You can’t use the `GROUP BY` option in a SOQL query for this field.
Body	Type textarea Properties Create, Update Description Body content of the prompt. For floating prompts, there’s a maximum of 120 characters. For docked prompts, there’s a maximum of 4000 characters.
DelayDays	Type int Properties Create, Filter, Group, Sort, Update Description Number of days between occurrences of the prompt.
Description	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Description of the prompt. Maximum of 255 characters.
DismissButtonLabel	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Label for the dismiss button. Maximum of 15 characters.
DisplayPosition	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Indicates the position of the floating prompt on the page. Valid values are: `TopLeft` `TopCenter` `TopRight` `BottomLeft` `BottomCenter` `BottomRight`
DisplayType	Type picklist Properties Create, Filter, Group, Restricted picklist, Sort, Update Description Indicates the type of prompt. Valid values are: `DockedComposer`, which is the docked prompt `FloatingPanel`, which is the floating prompt
EndDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Indicates the date to stop showing the prompt.
Header	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Label for the header of the docked prompt. This is the label contained in the window’s browser bar. Maximum of 36 characters.
IndexWithIsPublished	Type string Properties Filter, idLookup, Nillable, Sort Description Used by Salesforce for efficient querying.
IndexWithoutIsPublished	Type string Properties Filter, idLookup, Nillable, Sort Description Used by Salesforce for efficient querying.
IsPublished	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates if a prompt is active `yes` or not `no`.
MasterLabel	Type string Properties Create, Filter, Group, Sort, Update Description The master label for the prompt. Maximum of 80 characters.
ParentId	Type reference Properties Create, Filter, Group, Sort, Update Description ID of the prompt.
PublishedByUserId	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The ID of the user who activated the prompt. If the prompt is part of a package, this is the user who installed the package.
PublishedDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description Indicates the date the prompt was activated. If the prompt is part of a package, this is the date when the package was installed.
ShouldDisplayActionButton	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates if an action button is included in the prompt `yes` or not `no`.
StartDate	Type date Properties Create, Filter, Group, Sort, Update Description Indicates the date to start showing the prompt.
TargetAppDeveloperName	Type string Properties Create, Filter, Group, Sort, Update Description The app’s developer name where the prompt appears.
TargetAppNamespacePrefix	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The app’s namespace prefix where the prompt appears. Maximum of 15 characters.
TargetPageKey1	Type string Properties Create, Filter, Group, Sort, Update Description Used by Salesforce to identity the prompt page location along with `targetPageKey2` and `targetPageType`.
TargetPageKey2	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Used by Salesforce to identity the prompt page location along with `targetPageKey1` and `targetPageType`.
TargetPageType	Type string Properties Create, Filter, Group, Sort, Update Description The type of page where the prompt appears.
TimesToDisplay	Type int Properties Create, Filter, Group, Sort, Update Description Maximum number of times to display the prompt (that is, the number of occurrences). Salesforce detects if the user interacts with (or ignores) the prompt to determine if we should show the prompt again or cancel scheduled recurrences. This may run counter to the number of occurrences scheduled. Maximum value of 30.
Title	Type string Properties Create, Filter, Group, Sort, Update Description The label for the title of the prompt. Maximum of 36 characters.
UserAccess	Type picklist Properties Create, Filter, Group, Restricted picklist, Sort, Update Description Indicates who can see the prompt. Valid values are: `Everyone`, which indicates that there’s no restrictions on who can see the prompt `Specific Permissions`, which indicates that only users with all the specific user permissions specified can see the prompt Users must have the View Setup and Configuration permission to see prompts only visible with specific permissions. They can see prompts visible to everyone without this user permission.
VersionNumber	Type int Properties Create, Filter, Group, Sort, Update Description The number remains `1` since multiple versions aren’t saved in the org.

Object Reference for Salesforce and Lightning Platform

PromptVersion

Supported Calls

Special Access Rules

Packaging Prompts

Fields