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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Components installed with the Proactive Triggers feature

When the Proactive Triggers feature is installed, the feature includes required components, such as specific roles and tables. Admins can review these roles and tables to make sure that the feature has been installed correctly.

Note: The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application Find components installed with an application.

Roles installed with the Proactive Triggers feature

Role title \[name\]DescriptionContains roles
Proactive\_admin \[sn\_pt.proactive\_admin\]Allows users to create proactive rules and have access to related tables and related records- user\_criteria\_admin - sp\_admin

Tables installed with the Proactive Triggers feature

TableDescription
Proactive Custom Trigger Types [sys_cs_ptrigger_trigger_type_list]Create and view custom trigger types
Proactive Rules [sys_cs_ptrigger_rule]Stores all Proactive Triggers rules
Proactive Actions [sys_cs_ptrigger_action]Parent action table
Proactive Virtual Agent Topic Action[sys_cs_ptrigger_va_topic_action] Extended table from action for Virtual Agent action
Proactive Execution History  [sys_cs_ptrigger_execution]Execution history for the last 7 days
Proactive Daily Report [sys_cs_ptrigger_report_daily]Aggregated execution data by user, rule, or action per day

Parent Topic:Proactive Triggers reference