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PromptAction

Represents how the user interacted with the in-app guidance prompt or walkthrough. Available in API version 46.0 and later.

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(), getDeleted(), getUpdated(), 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.

Fields

Field Details
LastDisplayDate
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
Indicates the date the in-app guidance was last displayed to the user.
LastResult
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Indicates the last user interaction. Valid values are:
  • CustomAction
  • Dismiss
  • Error
  • Finish—(walkthroughs only)
  • NoAction
  • NotSeen
  • Snooze
LastResultDate
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
Indicates the date the in-app guidance was last interacted with.
Name
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
Name of the in-app guidance.
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
ID of the owner.
PromptVersionId
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
ID of the PromptVersion object.
SnoozeUntil
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The timestamp for when the user’s snooze request expires. The user won’t see the prompt again until the next scheduled time when they navigate to the page after the snooze time expires.
StepCount
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Indicates the total number of steps in the walkthrough. Available in API version 49.0 and later.
StepNumber
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Indicates the number of the last step the user viewed or interacted with in a walkthrough. Maximum value is 10. Available in API version 49.0 and later.
TimesActionTaken
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Number of times that the user took action on the in-app guidance.
TimesDismissed
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Number of times that the user dismissed the in-app guidance.
TimesDisplayed
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Number of times that the in-app guidance was displayed to the user.
TimesSnoozed
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The total number of times the user snoozes the prompt.
UserId
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
ID of the user.

Associated Objects

This object has the following associated objects. They are available in API version 46.0 and later.

PromptActionOwnerSharingRule
Sharing rules are available for the object.
PromptActionShare
Sharing is available for the object.