Record Trigger Flow to send a custom Notification - After Save Update Flow

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  • āđ€āļœāļĒāđāļžāļĢāđˆāđ€āļĄāļ·āđˆāļ­ 9 āļĄāļī.āļĒ. 2021
  • In this video, I'm explaining How to send custom Notification from #Salesforce Flow.
    I used Record Trigger Flow i.e After Save update to send custom Notification from flow when an Opportunity Stage is changed from Prospecting to Negotiation/Review and the amount should be 1000
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    Timestamps:
    00:00 - Introduction
    00:30 - Scenario Explanation
    00:00 - Record Trigger Flow
    00:00 - Testing
    Tags:
    #salesforce
    #salesforceflow
    #salesforcegeek
    #flow
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āļ„āļ§āļēāļĄāļ„āļīāļ”āđ€āļŦāđ‡āļ™ • 39

  • @Monica-yp6yc
    @Monica-yp6yc 2 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§ +2

    love your bite-sized videos! learning flow now and they have been really helpful, thank you

    • @salesforcegeek
      @salesforcegeek  2 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

      😊 thank you

  • @Cyrus_Michael
    @Cyrus_Michael āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    Thanks a lot for this great video. I really enjoyed and it helped me at my job

    • @salesforcegeek
      @salesforcegeek  āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

      Glad it helped!

  • @IBstah
    @IBstah 2 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    Hi if I want to send it to a different user do I still need to select 'user id' as opposed to record owner? thanks

  • @venkatpandi2420
    @venkatpandi2420 3 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    Tq for making flow playlist

  • @fit.shubhh
    @fit.shubhh 3 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    Good work brother.👍👍

    • @salesforcegeek
      @salesforcegeek  3 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

      Thank you :)

  • @aamirarshad7879
    @aamirarshad7879 2 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    Hi Shubham,
    Thanks you for sharing such a good stuffs of videos,
    can you please help me with one doubt please, how can I send the notification to public Group user
    Thank you

  • @user-te7ip6gi5z
    @user-te7ip6gi5z āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    Thanks man

    • @salesforcegeek
      @salesforcegeek  āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

      You're welcome!

  • @DhirajKiranbel
    @DhirajKiranbel 3 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    Hi Shubham,
    Thank you so much for your efforts for releasing new videos frequently.
    Would be of great help if you would make a session on flows where all multiple logic are happening on the same flow, for an instance:
    1. Once the account record is created and custom field 'enable contact relationship' is checked, then a child record Account Contact Relationship needs to be created and associated with the account.
    2. The next logic will be , if the Account record is created by 'Sales User Profile' and status is set to Approved/Rejected, then an email alert should be triggered to the Account Owner.
    3. If the Account Record Id = 'xxxxxx' and status = 'Submitted', invoke approval process from the flow.
    Would be great if you would consider & demonstrate this requirement in your upcoming video.
    Thanks again!

    • @salesforcegeek
      @salesforcegeek  3 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§ +2

      Thank you Dhiraj for the Scenarios will implement the soon.

  • @remo6256
    @remo6256 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    Hi Shubham,
    How to send the notification to specific User "XYZ" only!
    I am unable to get that USer "XYZ" Id in assignment

  • @amrtyu1110
    @amrtyu1110 2 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    Hi Shubham,
    I'm working on clone quote line.
    Case: when I clone bundle product quote line it should clone it's child products quote line automatically using flow

  • @ammuadhi6906
    @ammuadhi6906 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    Hi,
    Is there a way to dismiss these notifications by the user itself and removed from notification tray

  • @hiimalidalvi4491
    @hiimalidalvi4491 2 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    I'm trying to figure out how to setup send notification using the FLOW and I know how to configure but I have read and seen lots of all video/sites talks about sending to the owner of the record, but what I want to do is to:
    how can you send notification to number of users
    how to leverage groups, say if I create a group and I can add few users to the group
    but I have not found any resources that talks about the above two criteria.
    I have seen the in Process Builder you have options to choose the group and you define the group name but why can not have the similar in Flow ? unless I'm not looking at the right place.
    Any help?

    • @salesforcegeek
      @salesforcegeek  2 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§ +1

      Hi Himali! thank you for pointing this out I will create a video soon :)

  • @sayanroychowdhury3325
    @sayanroychowdhury3325 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    In the custom notification type action, for the notification title and notification body, custom label is not working. Any suggestion plz.

  • @suvarnahawalppagol4720
    @suvarnahawalppagol4720 2 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    Hi Shubham,
    Thanks you for sharing such a good stuffs of videos,
    can you please help me with one doubt please,
    how can I show custom message instead of custom notification in this flow.
    can you please explain.
    I need to show custom message after updating the record of some fields.
    Awaiting for your positive response.
    thank you.😊

    • @salesforcegeek
      @salesforcegeek  2 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

      Hey Suvarna actually you can’t show a custom message from Record Triggered Flows.

  • @thatplantmaniac1994
    @thatplantmaniac1994 2 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    Hi Shubham,
    I want to send a notification after a particular date field is updated in salesforce. The notification should trigger 15 days, 10 days and 5 days before the date updated.
    What is happening is if i set a date 5 days from today, i get 3 notifications for 5, 10 and 15 days. I want only 1 notification.
    Any fix for this?

    • @salesforcegeek
      @salesforcegeek  2 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

      Please share your flow to shubhambhardwajsf@gmail.com

  • @elderwoodstudio
    @elderwoodstudio āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    Hello and
    Happy Salesforce coding!
    I'm getting this error:
    "You can't send a custom notification without a navigation target. Specify either a Target ID or Target Page Reference on the Send Custom Notification action."
    Any help here please?
    Thank you very much

    • @salesforcegeek
      @salesforcegeek  āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

      Check this out - help.salesforce.com/s/articleView?language=en_US&r=https%3A%2F%2Fwww.google.com%2F&id=sf.flow_ref_elements_actions_sendcustomnotification.htm&type=5

  • @sudeshnamukherjee78
    @sudeshnamukherjee78 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    Hey Subham I need your help in creating a flow

    • @salesforcegeek
      @salesforcegeek  āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

      Yes pls

  • @aamirarshad6584
    @aamirarshad6584 2 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    Aamir Arshad
    0 seconds ago
    Hi Shubham,
    Thanks you for sharing such a good stuffs of videos,
    can you please help me with one doubt please, how can I send the notification to public Group user
    Thank you

    • @salesforcegeek
      @salesforcegeek  2 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§ +1

      I will create a video forsure

  • @cloudrizon8098
    @cloudrizon8098 2 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    Can we send Custom notification to Queue instead of individual user ?

    • @salesforcegeek
      @salesforcegeek  āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

      It doesn't make any sense because queue is not any person you can send to the queue members by fetching all the members existing in the queue.

  • @nishamakwana7436
    @nishamakwana7436 2 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    How can i display error using record flow

    • @salesforcegeek
      @salesforcegeek  2 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

      In rtf you can’t but you can send an email for the error handling

    • @nishamakwana7436
      @nishamakwana7436 2 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

      @@salesforcegeek i want to display error is there any ither way like if I'm using validation rule how van i call validation rule in rtf

  • @amitmathur1909
    @amitmathur1909 3 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

    How to send custom notifications 5 days before expiry date when there is no change in records(no insert no update)

    • @salesforcegeek
      @salesforcegeek  3 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

      How you came to know about the expiry date ?

    • @amitmathur1909
      @amitmathur1909 3 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

      @@salesforcegeek there is a field expiry date in account

    • @salesforcegeek
      @salesforcegeek  3 āļ›āļĩāļ—āļĩāđˆāđāļĨāđ‰āļ§

      Then you need to use schedule flow daily and create logic before 5 days