Go to Setup → Process Builder → Create new Select your initiating object, and if this should fire only on create or create and edit Add any relevant criteria that should be followed in order for the notification to fire Create New Action → select Send Custom Notification
How to customize member status values in Salesforce campaigns?
New campaigns in Salesforce have two default member status values: “Sent” and “Responded”. To customize the values, you can create them manually, set up “campaign templates” to copy the status values or bulk create the values using Data Loader.
How do I know if I am in Salesforce or Salesforce mobile?
You will see a (1) show up in the corner on the little bell icon in either application. If you are in mobile and have badges/banners on for the Salesforce app, you may also see that appear.
How do I create a support process in Salesforce?
From Setup, enter Users in the Quick Find box and select Users. Click New User and enter the details. Click Save. Now create a product support process. From Setup, enter Support Processes in the Quick Find box and select Support Processes. Click New and complete the field details.
How do I know if I have notifications in Salesforce?
Depending on if you set your Notification Type to Mobile or Desktop, that’s where you are going to look out for the notification. You will see a (1) show up in the corner on the little bell icon in either application. If you are in mobile and have badges/banners on for the Salesforce app, you may also see that appear.
What is status in Salesforce?
When you check for new data on a record, the data status indicates how the record compares with data service records. The Salesforce record wasn't compared with records in the data service. The Salesforce record matches a record in the data service, and the fields to be updated have identical values.
How do I change the task status in Salesforce?
From the object management settings for Task, go to Fields & Relationships. Click Status. To add a value to the Task Status Picklist Values list, click New.
What is status category in Salesforce?
Status categories, which are referenced in many field service processes, allow you to use custom status values while maintaining a consistent work classification for tracking, reporting, and business process management.
What is lead status?
Lead Status Defined Lead status is used by the salesperson who is in the process of working with the prospect. These statuses are intended to help the sales team stay organized. Typically, the status immediately after "Prospect" is set by either marketing automation or sales.
How do I create a new forecast category in Salesforce?
Customize Forecast Categories in SalesforceFrom Setup, click Object Manager.Click Opportunity > Fields & Relationships > Forecast Category.Click Edit next to the value that you want to edit in the Forecast Category Picklist Values.Enter a different category name in the Label field, then click Save.
How do I change lead stage in Salesforce?
Add or change an Opportunity stage in Salesforce ClassicNavigate to Setup.Under 'Build', click Customize | Opportunity | Fields.Click the 'Stage' field.Click 'New' to add a new stage. ... For new Opportunity stage values, select the Sales Process to be associated. ... Click 'Save'
The example
In this post, I’ll be using Salesforce Flow to create the following statuses based on campaign type.
Prerequisites
I recommend you map out what status values you want to use for each campaign type as well as which statuses should be marked as default and responded before creating your flow.
Create the flow
Navigate to Setup > Process Automation > Flows and select new flow. Select Record-Triggered Flow from the wizard.
Add a Decision element to the flow
Drag and drop a decision element onto the page. This is where we will set up the logic to determine what campaign statuses to create for each campaign type.
Add create record elements to the flow
Once your decision outcomes have been created, you can add actions to create each campaign member status. Each status for the campaign will use a Create Records element. For example, if you want to create four campaign member statuses for webinars, you will need add four Create Record elements to the flow.
Connect the decision element
Connect the decision element to the first create record element and select webinar as the outcome.
Repeat for the rest of your campaign statuses
Repeat the process above by adding more create record elements to your flow for the rest of your campaign types.
Planning for Campaign Member Statuses
Before you start using campaign member statuses, think about your campaign types and which statuses you want to include for each type. For example, statuses for an event can include Invited, Registered, and Attended.
Using the Campaign Member Status Field
From a campaign’s Campaign Member Statuses related list, users can create a status, select a default status, and indicate whether the status is considered a response. Salesforce tallies response records together in the Responses in Campaign field.
Updating Campaign Member Statuses
If you plan to use campaign member status as a filtering mechanism in reporting or automation, don’t edit the available member statuses and their settings. If you change the status value or its response setting, it can cause problems where the status is in use and trigger statistics recalculation throughout your reports.
Enable Validation Status for Articles
Before you can do anything with validation statuses, the validation status field must be activated. Make sure this is ready to go!
Create a Validation Status
Notice there are two different validation statuses already in the system—Validated and Not Validated. Add a Work in Progress status for articles that are in the works, but not ready for validation.
Create and Publish an Article
So far, you’ve set up record types, page layouts, data categories, access and visibility settings, and validation statuses for Knowledge. Now that the foundation is in place, create and publish an article to test the process. Once you create your article, assign it to Ada for validation, and finally, publish it.
Validate and Publish the Article
To fully test the process, sign in as Ada, and validate and publish the article you just created.
Update the Article
Once an article is published, you can always improve or update the information as needed. To test this process, add a note to your recently published Knowledge article. This is accomplished by creating a new version of the article and adding the new text. Once it’s updated, re-publish the article.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Introduction
As the admin for AW Computing, you get lots of requests to help streamline processes and boost efficiency. And with your Awesome Admin skills, you deliver on those requests. The company has a brand-new vice president of services, Noah Larkin, and he’s anxious to make some productivity-enhancing changes.
Follow Along with Trail Together
Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.
Step 1: Create the Notification Route
The purpose of this step is to create a notification that will either go to the Mobile or Desktop app, or both.
Summary
And there you have it, your notification alert out to users is all set up! Enjoy this wonderfully simple, but powerful, new tool.
