Hi folks, Today we will learn how to we can get a bell notification when the automation will fire in Salesforce.
Push notification — An alert appears on the user's mobile device when a user has installed the Salesforce app for Android or iOS. These alerts can consist of text, icons, and sounds, depending on the device type.
1. From the Home tab, type "Custom Notifications" in the Quick Find Box and then click on Custom Notifications link which is under the "Notification Builder".
2. Click on the New button and fill in the Custom Notification Name (API Name will auto-populate) and check the Supported Channels. It can be Desktop or Mobile or both according to your use. I will suggest for check both.
3. Type Process Builder from Quick Find Box and then Select.
4. Click on the New button and fill in the "Process Name" (API Name will auto-populate).
Select A Record Changes from "The process starts when" section and then click the Save button.
5. Click on Add Object, Select your object i.e. Contact. Select "Start The Process" according to your condition.
6. Click on Add Criteria. Fill in the "Criteria Name" and "Set Conditions".
7. Click on Add Action. Select the "Action Type" Send Custom Notification and then fill in the "Action Name".
In "Notification Type", Select your previously created custom notification "Bell Notification".
In the "Notification Recipient" section, select whoever will receive the push (bell) notification.
i.e. "Queue". Here "My_Queue" is the Salesforce Queue API name where we can add multiple users and they will receive the bell notification at the same time.
8. On the Notification Title and Notification Body section, you need to fill in the message as well as you can also Merge the object field.
When you will click on the "Merge Field" then you will see the below popup as per the image. From here you can add the field that will get the real data from the record when the Process Builder will fire.
9. When all will complete then click on the Save button.
10. Activate your Process Builder and try to fire it.
If you have done the same thing from this post then you need to go to any Contact record and update the email.
You will receive a push notification (In this case the "Queue" users will receive the push notification).
We have not tested the custom notification on mobile devices. Let's start the process. Thanks for following this post as well as these steps. I think this is very helpful to you. If you have any queries regarding this step then please comment.
Push notification — An alert appears on the user's mobile device when a user has installed the Salesforce app for Android or iOS. These alerts can consist of text, icons, and sounds, depending on the device type.
1. From the Home tab, type "Custom Notifications" in the Quick Find Box and then click on Custom Notifications link which is under the "Notification Builder".
2. Click on the New button and fill in the Custom Notification Name (API Name will auto-populate) and check the Supported Channels. It can be Desktop or Mobile or both according to your use. I will suggest for check both.
3. Type Process Builder from Quick Find Box and then Select.
4. Click on the New button and fill in the "Process Name" (API Name will auto-populate).
Select A Record Changes from "The process starts when" section and then click the Save button.
5. Click on Add Object, Select your object i.e. Contact. Select "Start The Process" according to your condition.
6. Click on Add Criteria. Fill in the "Criteria Name" and "Set Conditions".
7. Click on Add Action. Select the "Action Type" Send Custom Notification and then fill in the "Action Name".
In "Notification Type", Select your previously created custom notification "Bell Notification".
In the "Notification Recipient" section, select whoever will receive the push (bell) notification.
i.e. "Queue". Here "My_Queue" is the Salesforce Queue API name where we can add multiple users and they will receive the bell notification at the same time.
8. On the Notification Title and Notification Body section, you need to fill in the message as well as you can also Merge the object field.
When you will click on the "Merge Field" then you will see the below popup as per the image. From here you can add the field that will get the real data from the record when the Process Builder will fire.
9. When all will complete then click on the Save button.
10. Activate your Process Builder and try to fire it.
If you have done the same thing from this post then you need to go to any Contact record and update the email.
You will receive a push notification (In this case the "Queue" users will receive the push notification).
We have not tested the custom notification on mobile devices. Let's start the process. Thanks for following this post as well as these steps. I think this is very helpful to you. If you have any queries regarding this step then please comment.
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