Create a Desktop or Mobile Notification or Notification Builder #inSalesforce

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Using this, send custom notifications using Flows to both your lightning desktop and your mobile apps for relevant events that occur in your org.

So, this can be :

  • Sends a notification to the desktop notification tray - Desktop
  • Sends an in-app and push notification to enabled supported apps - Mobile

Steps:

Setup | Notification Builder | Click New | select Salesforce Desktop or Mobile | Add your Custom Notification Name and API Name, and notification channels | Save your notification type.


Notes:

1:

If you enable the mobile channel, you must enable the supported apps for your notification type.

Setup | Notification Builder | Notification Delivery Settings | Select your custom notification type | select Edit from the dropdown menu |

Select the supported applications for your notification type, and save.

2:

Mobile in-app notifications require the Enable in-app notifications setting

Reference: https://help.salesforce.com/s/articleView?id=sf.salesforce_app_notifications_enable.htm&type=5

Mobile push notifications depend on a user’s device-level and, if available, app-level push notification settings. Push notifications for the Salesforce mobile app require the Enable push notifications setting.

Reference: https://help.salesforce.com/s/articleView?id=sf.salesforce_app_notifications_enable.htm&language=en_US&type=5

3: 

Send notification to multiple recipients. It also supports Account and Opportunity Teams, public groups and Queues

4:

This has ability to assign tasks to queues

5:

You can control which mobile app receive your notification and even you can turn off standard notification to replace with your own



Examples:

-Example 1:

Set up | Notification Delivery Settings | Go to the corresponding notification (down arrow | edit) | uncheck or turn off | Save (Go to flow | Create your own notification that's more user friendly. So, we can control how the notification routes.)

-Example 2:

User can control which push notification they receive from their salesforce mobile app

Steps:

Salesforce mobile app | Menu | User avatar | Settings | Push notification settings - this shows standard and custom | Toggle off and on as per need (user themselves can do this setting, you have to just train them)

-Example 3:

Create a custom notification that will alert all the queue members when a new task is created using flow

-Example 4:

Create and Send a custom notification that will alert the task owner when a new task is created using flow

You can view the steps in the mentioned video-

-Create a new custom notification following the steps mentioned above.

-Create a Flow:

When any task is created (record triggered flow with this criteria) > Get the notification you created (using Get Records element) > create an Assignment Element - where you assign the task owner id to a variable named 'task owner' (create text variable (collection checked)) > Select Action Element -  Custom Notification Type: Custom Notification Type ID - the id returned from Get Record Element , Notification Body and Title as per requirement (you can use cross object traverse to make the message user friendly), Recipient IDs is set to the the collection variable name (which was set to a value using assignment element above) > Connect all these elements > Debug  > Test


Visual : https://www.youtube.com/watch?v=FtjLloAtdlQ


Reference:

https://help.salesforce.com/s/articleView?id=sf.notif_builder_custom_type.htm&type=5

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