Components installed with the Proactive Triggers feature

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • 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] Description Contains 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

    Table Description
    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