Send Customized Desktop Alerts or Push Notifications on Mobile When Important Events Occur
Salesforce Custom Notifications Setup
Setting up Custom Notifications is an easy, declarative process. You start with creating a custom notification type, enable Lightning Experience & Mobile App notifications and then use ‘Send Custom Notification’ action in a Process or Flow. In Summer ’19 this action was available only in Process Builder but now with Winter ’20 it is available as a core Flow action as well.
Better Alternative to Email Alerts
Salesforce Custom Notifications is actually a better alternative to sending emails to users every time certain conditions are met. For e.g. If a Case is created for an Account then sending a custom notification to Account owner with Case details is better than sending an email. It is beneficial because once user clicks on the notification, he/she can directly access that particular record. Also, there is less switching between the apps.
With this step-by-step guide, you will be able to configure and send custom notifications in about 15-20 minutes. Here’s what this guide covers:
- Create a Custom Notification Type
- Enable Notifications in Lightning Experience & Salesforce Mobile App
- Create a Process to Send Notification
- Test Custom Notification
So why not give it a try and implement this in your Salesforce org, if you find this useful.
References:
- Send Custom Notifications – Help Article (10 mins) https://help.salesforce.com/articleView?id=notif_builder_custom.htm&type=5
- Create a Notification Type – Help Article (10 mins) – https://help.salesforce.com/articleView?id=notif_builder_custom_type.htm&type=5
- Send a Custom Notification from a Process – Help Article (15 mins) – https://help.salesforce.com/articleView?id=notif_builder_custom_process.htm&type=5
- Other Ways to Send Custom Notifications – Help Article (10 mins) – https://help.salesforce.com/articleView?id=notif_builder_custom_other.htm&type=5
- Considerations for Notification Builder – Help Article (15 mins) – https://help.salesforce.com/articleView?id=notif_builder_considerations.htm&type=5