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Prompt
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 completions.
Supported Calls
create(), delete(), describeSObjects(), query(), retrieve(), update(), upsert()
Special Access Rules
- To add, edit, and manage prompts and walkthroughs as an admin, the Modify All Data or Customize Application permission is required.
- To add, edit, and manage prompts and walkthroughs as a user who isn’t an admin, the Manage Prompts and View All Profiles permission is required.
- To have more than three custom walkthroughs active at a time, purchase the Enablement add-on license and assign the Use Custom Walkthroughs permission set, which uses the Walkthroughs permission set license.
Prompts and Walkthroughs in Managed Packages
For considerations about including in-app guidance in a managed package, see Guidelines for In-App Guidance in Managed Packages in Salesforce Help.
For more information about creating managed packages, see Create a First-Generation Managed Package.
Unmanaged packages must contain a namespace prefix. For more information, see Register a Namespace for a First-Generation Managed Packages and What happens to my namespace prefix when I install a package?.