Head over into Setup > Feature Settings > Sales > Opportunities > Big Deal Alert (or type “Big Deal Alert” in the quick find box!). Give your alert a name and tick ‘Active’! Select your ‘Trigger Amount’ and ‘Trigger Probability’.
Full Answer
How do I configure Salesforce to send data to Datadog?
To configure Salesforce to send data to Datadog, you need to have access to Salesforce Event Monitoring, enable storage on your Salesforce events, and to connect your Salesforce org to Datadog. Log into your Salesforce account (using the lightning interface).
How to set up custom notifications in Salesforce?
Input the Custom Notification Name (the API name populates automatically), and choose Supported Channels, which is where to show the alert, (either desktop or mobile or both): Note: to receive mobile notifications, the user must install the Salesforce mobile app on their mobile phone and have notifications turned on.
How do I crawl a Salesforce event in Salesforce?
On the Event Manager page, for each event you want to crawl, click the right arrow and choose “Enable Storage”. Click Connect a Salesforce org on the Configuration tab of the Salesforce integration tile. This redirects you to log into your Salesforce account and grant Datadog access permissions.
How can I monitor and detect threats across my Salesforce platform?
Leverage the Datadog Security Platform to monitor and detect threats across your Salesforce Platform. Monitor your Salesforce API usage to ensure you’re operating under API limits. No installation is required.
How do I set up a big deal alert in Salesforce?
Create a Big Deal Alert Head over into Setup > Feature Settings > Sales > Opportunities > Big Deal Alert (or type “Big Deal Alert” in the quick find box!). Give your alert a name and tick 'Active'! Select your 'Trigger Amount' and 'Trigger Probability'. Set up the sender details.
How do I get Salesforce notifications?
Here's a simple 4-step process to create a notification in a Salesforce Notification Builder: Create Notification Type: Go to Setup → Notification Builder → Notification Types. Create a new Notification type. You can choose the notification to support both Desktop and mobile.
Does Salesforce have push notifications?
Salesforce provides considerable flexibility for using mobile notifications. You can push notifications to devices or deliver them within an app. All notifications sent from Salesforce can support both Salesforce apps and custom apps. You can define custom types to fit your own business needs.
How do I set up push notifications in Salesforce?
Create and Send a Push NotificationClick Create Message.Select the Outbound template.Click Next.Enter a name for the message.Select the app that uses this message.Select the send method. To send immediately or at a specified time, use Schedule. ... Select the Alert push method.Click Next.More items...
How do Salesforce notifications work?
Notifications let your users know when certain events occur in Salesforce. For example, notifications let users know when they receive approval requests or when someone mentions them in Chatter. You can enable or disable notifications on the Salesforce App Notifications page in Setup.
How do I create a pop up notification in Salesforce?
On a Salesforce record page, click and select Edit Page. Alternatively, open the page that you want to add the PopUp component to in Community Builder. Drag and drop the PopUpcomponent to the page.
Can you set alerts on Salesforce?
Salesforce added a cool feature called 'custom notification' to the Process Builder in the Summer '19 release. Custom notifications allow you to send important information in real-time, so your users don't miss record changes and updates, available for the Salesforce Lightning Experience and the Salesforce Mobile app.
How do I send notifications in Salesforce Classic?
Configure Push Notifications for a Salesforce Console in Salesforce ClassicFrom Setup, enter Apps in the Quick Find box, then select Apps.Select a console app, and click Edit.In Choose How Lists Refresh, select when push notifications appear. ... In Choose How Detail Pages Refresh, select when push notifications appear.More items...
What is Salesforce mobile SDK?
About Native App Development Salesforce Mobile SDK lets you develop native apps on iOS and Android. You build Mobile SDK native apps using the mobile platform's development tools and languages. For example, you can develop iOS apps in Xcode using Swift or Objective-C.
How do I send notifications to a specific user in Salesforce?
Select a notification type. Select a recipient category, and designate or find a recipient ID. Current User — The user who initiated the record change, platform event, or process that triggered the process. This option is useful for confirmation notifications, such as a successful submission of a form.
How do I send notifications to a queue member in Salesforce?
Check the "Send Email to Queue Members" checkbox for the queue. Go to a Case and assign the case to the queue and click "Send Notification Email" checkbox.
What is Salesforce notification?
Notifications let your users know when certain events occur in Salesforce. For example, notifications let users know when they receive approval requests or when someone mentions them in Chatter.
What is push notification?
Push notifications are alerts that appear on a mobile device when a user has installed Salesforce for Android or iOS but isn’t using it. These alerts can consist of text, icons, and sounds, depending on the device type.
Step 1: Create a Custom Notification
We will create a custom notification that can reach users either on desktop or mobile devices. This is so that we can use it in Process Builder later. Follow the steps below to set up a custom notification:
Step 2: Create the Process Builder
Now we will create a Process Builder process, and push the notification using that automation.
Step 3: Test the Results
The final step is to check this useful functionality out! To do so, let’s create an opportunity and put a close date in the past. Did the notification fire, or not?
How to send custom notifications in Salesforce?
With this step-by-step guide, you will be able to configure and send custom notifications in about 15-20 minutes. Here’s what this guide covers: 1 Create a Custom Notification Type 2 Enable Notifications in Lightning Experience & Salesforce Mobile App 3 Create a Process to Send Notification 4 Test Custom Notification
How to set up custom notifications?
You start with creating a custom notification type, enable Lightning Experience & Mobile App notifications and then use ‘Send Custom Notification’ action in a Process or Flow. In Summer ’19 this action was available only in Process Builder but now with Winter ’20 it is available as a core Flow action as well.
How long does it take to send custom notifications on iPhone?
Also, there is less switching between the apps. With this step-by-step guide, you will be able to configure and send custom notifications in about 15-20 minutes. Here’s what this guide covers:
Is Salesforce a good app?
Salesforce Custom Notifications is actually a better alternative to sending emails to users every time certain conditions are met. For e.g. If a Case is created for an Account then sending a custom notification to Account owner with Case details is better than sending an email. It is beneficial because once user clicks on the notification, he/she can directly access that particular record. Also, there is less switching between the apps.
What is push notification?
Push notifications are a great way, beyond Chatter, to provide real-time information to Sales and Service reps about the status of their opportunities (closed-won anyone?) or on cases that need immediate attention. Keep reading for a walkthrough on how to set it up!
How to fire a notification in Process Builder?
Go to the object that you chose in Process Builder and do the action (s) that would cause it to fire. Depending on if you set your Notification Type to Mobile or Desktop, that’s where you are going to look out for the notification.
How to create a notification route?
The purpose of this step is to create a notification that will either go to the Mobile or Desktop app, or both. 1. Go to Setup → Notification Builder → Notification Type. 2.
Does Salesforce have notifications?
The ability to send notifications is an important feature that has been missing from Salesforce – until now! As part of the Summer ‘19 release, Salesforce added this new feature to the Process Builder. This functionality can be used on any object, based on the criteria you set up in Process Builder, and are available for both the Desktop and Mobile applications.
Can you see notifications on mobile?
In some cases, if the user is both the person causing the notification to go out and the receiver of the notification, and Mobile and Desktop are selected, the user will only see the notification on the Mobile device when entering the app itself, assuming they have not already clicked on it in the Desktop app.
How to configure Salesforce to send data to Datadog?
To configure Salesforce to send data to Datadog, you need to have access to Salesforce Event Monitoring, enable storage on your Salesforce events, and to connect your Salesforce org to Datadog.
How long does it take to see logs coming in from source salesforce?
Wait five minutes to see logs coming in under the source salesforce.
Does Salesforce include service checks?
The Salesforce integration does not include any service checks.
