Platform

How To Create & Send Custom Desktop/Mobile Notification in Salesforce

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A Step-by-Step Guide to Notify Users When Important Events Occur

Custom Desktop/Mobile Notification in Salesforce

Empower your users to stay on top of important events with Salesforce Custom Notifications, a powerful feature introduced in the Summer ’19 release. Unleash the ability to send tailored push notifications on mobile devices or desktop alerts, ensuring your users are always in the loop.

Salesforce Custom Notifications Setup

Setting up Custom Notifications is a breeze and follows a straightforward, declarative process. Begin by creating a custom notification type. Enable notifications for both Lightning Experience and the Salesforce Mobile App. And then create a Flow with ‘Send Custom Notification’ action, that was introduced in Winter ’20 release.

Better Alternative to Email Alerts

Custom Notifications emerge as a superior alternative to traditional email alerts. Consider scenarios like creating a Case for an Account – sending a custom notification to the Account owner with Case details proves more effective than an email. Why? Clicking on the notification allows direct access to the specific record, minimizing app-switching and enhancing user experience.

Enhance user engagement and streamline communication within your Salesforce environment by implementing Custom Notifications. Invest 15-20 minutes in this guide to unlock the full potential of this feature. Your users will appreciate the real-time updates, and you’ll witness a seamless, efficient workflow in your Salesforce org. Ready to revolutionize your notification strategy? Try it out today!

Here’s what this guide covers:

  1. Enable Notifications
  2. Create a Custom Notification Type
  3. Create a Flow to Send Notification
  4. Test Custom Notification

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References & Useful URLs

#SalesforceWinter24 – Enable Faster Account Sharing Recalculation

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#1MinuteTip #SalesforceWinter24 To improve performance, Salesforce is changing the way that automatic account sharing recalculation works behind the scenes for the Case and Contact objects.

Implicit child share records are no longer stored between accounts and their child case and contact records. Instead, the system determines whether users can access child case and contact records when they try to access them.

This release update was first available starting in Summer ’23 and is enforced in Winter ’24.

Product Area: Platform

Enable Faster Account Sharing Recalculation

References & Useful URLs

  • For Related Winter ’24 Release Note Article – Click here

Want to Receive these Tips in your Inbox?

Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.

#SalesforceWinter24 – Monitor Onboarding Status & Metrics in Einstein Activity Capture

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#1MinuteTip #SalesforceWinter24 To review your users’ onboarding status and your Einstein Activity Capture connection metrics, you now go to the Status & Metrics page.

You can check your connected accounts in the User Status tab and see your connection data and recommendations in the Connection Status tab.

Previously, user onboarding status and connection metrics were displayed on the User Status page.

Product Area: Einstein Activity Capture

Monitor Onboarding Status & Metrics in Einstein Activity Capture

New columns in the User Status tab show the number of contacts synced for the current day, the number of events synced for the current day, and the date and time of the most recent sync.

Einstein Activity Capture User Status

References & Useful URLs

Want to Receive these Tips in your Inbox?

Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.

#SalesforceWinter24 – Sync Recurring Events from Google using Einstein Activity Capture

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#1MinuteTip #SalesforceWinter24 You can now include recurring events from Google in event sync configurations. Only events created after you select the Sync event series checkbox in the sync configuration are synced from Google to Salesforce.

Product Area: Einstein Activity Capture

Set the event direction to “Google Suite to Salesforce”

Sync Recurring Events from Google

Check the option “Sync Event Series”

Sync Recurring Events from Google

References & Useful URLs

Want to Receive these Tips in your Inbox?

Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.

#SalesforceWinter24 – Mass Quick Actions on Related Lists now in GA

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#1MinuteTip #SalesforceWinter24 Use the power of quick actions on related lists (now in GA), to help your users create and update related records with ease. Streamline data entry by configuring quick actions with predefined field values and action layouts that include only the most important fields.

And add quick actions directly on the related lists, right where users need them. Your users can create related records for items in the list without leaving the page. Or they can perform mass updates on up to 100 related records at once.

To add quick actions from the Lightning App Builder, add or select the Dynamic Related List – Single component on the record page, and then, in the properties pane, click Add Action.

Use Case Example: Use this feature to let your users close multiple cases together.

Product Area: Customization -> General Setup

1. Add Mass Quick Actions on Related Lists

Add Mass Quick Actions on Related Lists

2. Use Mass Quick Actions on Related Lists

Use Mass Quick Actions on Related Lists

References & Useful URLs

  • For Related Winter ’24 Release Note Article – Click Here

Want to Receive these Tips in your Inbox?

Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.

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