In the dynamic world of customer relationship management, effective communication is key to successful business processes. Salesforce, a leader in CRM solutions, empowers users to streamline their workflows and enhance communication through various tools and features. One powerful capability is the ability to send custom notifications, allowing businesses to stay informed and responsive in real-time. In this guide, we'll walk through the steps to send custom notifications in Salesforce using the versatile Flow
Understanding Custom Notifications:
Custom notifications in Salesforce offer a flexible way to communicate important information to users within the Salesforce platform. Whether it's notifying a sales representative about a new lead or alerting a support agent about a critical case update, custom notifications can be tailored to meet specific business needs.
Step 1: Create Notification Type.
Navigate to the Salesforce Setup menu.
Search for 'Custom Notifications'
Click on New button, Following screen will opens up.
Select Salesforce and then Next. fill up all the information.
Select notification Channel, Mobile: if you wanted send Notification on salesforce mobile Application and Desktop when you wanted to send it on web application. and click on Done.
Step 2: Create Flow
Search 'Flow' in Setup and click on 'New' button to open this screen.
As we need to send notification on Record update, use record trigger flow, which will start its execution on record create or update or both.
Select Object and Configure Trigger as per screen shown above.
Click on add element
Select 'Get Record' from element list.
here we need to get the notification type which we have created in earlier steps, refer screenshot below.
Create new Resource to store lead owner id whom we needs to send notification.
Add new flow element 'Assignment', here we will assign lead owner id to created Resource.
Add New alement Action, and select Custom notification.
Fill up all the information and save. final flow will look like this.
Activate the flow and test the flow.
Conslusion: This is how we can create flow to send custom notitfication.