How to send custom notification in salesforce using flow/ Flow builder.
ฝัง
- เผยแพร่เมื่อ 1 ก.ย. 2023
- In this video, I'm going to show you how to send custom notification in salesforce using flow. With flow, you can create custom notification patterns that will notify your users about important updates in your Salesforce environment.
By using flow, you'll be able to ensure that your users are always up to date on the latest changes in your Salesforce environment. In this video, I'll show you how to create a custom notification in flow and send it to a user group!
Great video. It helped me create a flow this week. Small difference, for the recipient, I was using a public group. For this I had to use a « get record » element to recuperate the « Group » object, then specify the developername field equals the group api name. Thanks again!!!
I'm so glad to hear that the video was helpful for you! Keep up the great work!.
Hi, Thanks a lot for this video..I could not able to send custom notification for my business use case..by the help of your video have done that ..
I'm so glad to hear that the video was helpful for you! Keep up the great work!, and subscribe our channel for more such videos.
Thanks for this video, worked like a charm!
I'm so glad to hear that the video was helpful for you! Keep up the great work!, and subscribe our channel for more such videos.
Hi,
Can you please a flow to send a notification to community user whenever an account owner is changed to his name.
Thanks in advance.
we have uploaded new video for this case, you can find video on this link th-cam.com/video/LVz0cefLMv4/w-d-xo.html
Your video is great - but I still unable to get it to work. I was trying to case it where when a case is assigned a case user --- a notification bell would pop for that user. Any ideas of where I might of gone wrong on the steps? The ONLY difference is the object = case. and under Collect recipient the value is "record ...case user". I'm not sure where to look next. Any help is appreciated.
I'm sorry to hear that you're having trouble getting it to work. It can be frustrating when things don't go as planned. It is very difficult to guess where it went wrong without looking at the actual flow. I suggest you to double check all steps, you can refer this blog to cross check all conditions step by step. www.cloudwaale.com/post/simplifying-communication-a-guide-to-sending-custom-notifications-in-salesforce
Hello,
Thank you for this video. The notifications are going to desktop but not mobile. How can you send to both?
Hello, while creating custom Notification Type, you need to select Supported channel Desktop, Mobile, follow these steps- Setup> Custom Notifications.
@@cloudwaale Thank you, do you know how you if users can receive an email alert when they get a push notification?
Hi, If you are talking about standard notification like chatter tag or chatter post, yes, we need to set preferences in My Setting and as per new release we have to provide email address and from name in chatter > email setting. and for custom notification we can create logic in flow to send email alert. hope this helps you.
@@cloudwaale thank you for this great video! I've followed everything and I get Desktop notifications. Those same notifications don't appear in the mobile app even though I checked the "Mobile" notification type you suggest here. Any clue why that might be the case?