Prompt | Object Reference for Salesforce and Lightning Platform

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

Supported Calls

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

Special Access Rules

Admins have access to add or edit prompts and walkthroughs. For non-admin users, assign the Manage Prompts and Modify Metadata Through Metadata API Functions user permission. Everyone can see the In-App Guidance setup page. To show walkthroughs to users, use the View Walkthroughs user permission, which is part of the Walkthroughs permission set license. The myTrailhead subscription includes this feature. For pricing details, contact your Salesforce account executive. But, you don’t have to start the trial or purchase a license to create, preview, or package walkthroughs. Note the restrictions on user visibility of the walkthroughs you create in the Packaging and Prompts and Walkthroughs section.

Packaging Prompts and Walkthroughs

See Creating Managed Packages in Salesforce Help for more information.

See Considerations for Prompts in Lightning Experience in Salesforce Help for more information about installing and managing prompt packages and about editing and cloning prompts installed from packages.

If the package includes a custom profile or permission that isn’t part of a Salesforce org, the in-app guidance is installed, but it doesn't include those custom items. For example, an org installs a prompt with several custom profiles not included in their org. The prompts are installed without those custom profiles.

If the package includes a standard app that isn’t part of a Salesforce org, the in-app guidance is installed, but it's not usable.

Unmanaged packages must contain a namespace prefix. For more information, see Register a Namespace Prefix and What happens to my namespace prefix when I install a package? in Salesforce Help.

For walkthrough packages:

If a managed or unmanaged package includes walkthroughs for standard apps, walkthroughs are installed. However, they aren't visible to users without subscribing to myTrailhead or starting a 30-day trial.
If a security-reviewed, first-generation managed package includes walkthroughs with at least one step on a page within a custom app, users can see the walkthroughs without a subscription to myTrailhead or a trial.

When orgs install in-app guidance from packages, the in-app guidance will retain 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 org.

Fields

Field	Details
DeveloperName	Type string Properties Create, Filter, Group, Sort, Update Description The unique name of the object in the API. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. In managed packages, this field prevents naming conflicts on package installations. With this field, a developer can change the object’s name in a managed package and the changes are reflected in a subscriber’s organization. When creating large sets of data, always specify a unique DeveloperName for each record. If no DeveloperName is specified, performance may slow while Salesforce generates one for each record. Note
Language	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Indicates the language used in the org where the in-app guidance was created.
MasterLabel	Type string Properties Create, Filter, Group, Sort, Update Description The master label.. Maximum of 80 characters.
NamespacePrefix	Type string Properties Filter, Group, Nillable, Sort Description The namespace prefix that is associated with this object. Each Developer Edition org that creates a managed package has a unique namespace prefix. Limit: 15 characters. You can refer to a component in a managed package by using the `namespacePrefix__componentName` notation. The namespace prefix can have one of the following values. In Developer Edition orgs, NamespacePrefix is set to the namespace prefix of the org for all objects that support it, unless an object is in an installed managed package. In that case, the object has the namespace prefix of the installed managed package. This field’s value is the namespace prefix of the Developer Edition org of the package developer. In orgs that are not Developer Edition orgs, NamespacePrefix is set only for objects that are part of an installed managed package. All other objects have no namespace prefix.