Record Trigger Flow to send a custom Notification - After Save Update Flow
āļāļąāļ
- āđāļāļĒāđāļāļĢāđāđāļĄāļ·āđāļ 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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love your bite-sized videos! learning flow now and they have been really helpful, thank you
ð thank you
Thanks a lot for this great video. I really enjoyed and it helped me at my job
Glad it helped!
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
Tq for making flow playlist
;)
Good work brother.ðð
Thank you :)
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
Thanks man
You're welcome!
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!
Thank you Dhiraj for the Scenarios will implement the soon.
Hi Shubham,
How to send the notification to specific User "XYZ" only!
I am unable to get that USer "XYZ" Id in assignment
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
Hi,
Is there a way to dismiss these notifications by the user itself and removed from notification tray
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?
Hi Himali! thank you for pointing this out I will create a video soon :)
In the custom notification type action, for the notification title and notification body, custom label is not working. Any suggestion plz.
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.ð
Hey Suvarna actually you canât show a custom message from Record Triggered Flows.
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?
Please share your flow to shubhambhardwajsf@gmail.com
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
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
Hey Subham I need your help in creating a flow
Yes pls
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
I will create a video forsure
Can we send Custom notification to Queue instead of individual user ?
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.
How can i display error using record flow
In rtf you canât but you can send an email for the error handling
@@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
How to send custom notifications 5 days before expiry date when there is no change in records(no insert no update)
How you came to know about the expiry date ?
@@salesforcegeek there is a field expiry date in account
Then you need to use schedule flow daily and create logic before 5 days