How to Get Started With Salesforce Notification Builder
Have you wished your communication within your organization was much easier? Want to receive notifications of only important updates? Do the updates you receive not require attention?
Well Worry no more! Salesforce has the perfect solution for you called
“Notification Builder” which was released Summer of 2019.
The builder enables admins to create customized in-app
notifications for the targeted audience. You can define when the notification
triggers, which users will be notified and what will be displayed in the
notification. This can be done in very simple steps with salesforce.
How to create a Notification in a Salesforce
Notification Builder;
1.
Step 1 -
Create Notification Type: Go to Setup → Notification Builder → Notification
Types. Create a new Notification type. You can choose the notification to
support both Desktop and mobile.
2.
Step 2 -
Create a Process and define entry object: Go to Setup → Process Builder and
create a new process. You can define the entry event on a standard or custom
object and choose when the process should lookup this object.
3.
Step 3 -
Create a trigger condition: Next step is to define the trigger for
notification. You can define a condition for field values on the object or when
a formula evaluates to a certain value. Alternatively, you can simply have the
notifications triggered on object creation/update without any criteria.
4.
Step 4 -
Design the Notification: Now that we have defined the trigger point, it’s time
to shoot. But before that, you must define what your notification would tell
and more importantly who to send the notification to. To answer the latter
point, select Add Actions | Action Type | Send Custom Notification.
Congratulations your customized notification is ready
to use and can be further customized according to your requirements. These notifications,
appear on desktop, mobile and anywhere else you program or set the settings to.
You can also create custom notifications to provide
users with new information and reminders or replace a standard notification.
Following are the modules that can be customized through the “Notification
Builder”;
1.
Send Custom Notifications
You can build a notification for a workflow built
entirely with custom objects. You can replace a standard notification with a
custom notification to include a message and recipients tailored to your needs.
2.
Notification Delivery Settings
The delivery channels for custom types can be edited
for supported Salesforce-provided apps and apps installed from a managed
package.
3.
Consideration for Notification
Builder
Before you begin managing your desktop and mobile
notifications, learn about the considerations specific to custom notifications
and notification delivery settings.
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