1. Go to Settings > Notification Builder > Custom Notifications 2. Click New 3. Provide a Name and Desired Channels and Save the record.
Full Answer
What are custom notifications in Salesforce?
Custom notifications are customized notification inside salesforce org. The admins can send this notification when some important event occurs. For example, the opportunity owner is notified when the opportunity is approved by his manager. Or another example is like the account owner is notified when the new case is logged.
How do I send custom notifications to recipients?
Send custom notifications to recipients via desktop or mobile channels. Before you send a custom notification, you must first create a notification type.
How to create a custom notification when a process is closed?
Type process builder in the quick find box and click on the process builder. Click on clone and enter the description: ‘Custom notification on closed lost’ and click on save.
What permissions are required to trigger the send custom notifications action?
The Send Custom Notifications user permission isn’t required to trigger the Send Custom Notification action in processes or flows that run in system context. This object is available in API version 46.0 and later.
How do I send someone a notification in Salesforce?
The purpose of this step is to create a notification that will either go to the Mobile or Desktop app, or both.Go to Setup → Notification Builder → Notification Type.Click New and then give the Notification Type a name. This is important if you decide to have more than one Type available.Select the Type.
How do I send a custom notification in Salesforce flow?
In Flow Builder, add an Action element to your flow. In the Action field, enter Notifications , and select Send Custom Notification.
How do I use custom notifications in Salesforce?
Enter Notification Builder in the Quick Find box in Setup, then select Custom Notifications. Click New and add your Custom Notification Name and API Name, and supported channels. Sends a notification to the desktop notification tray. Sends an in-app and push notification to enabled supported apps.
How do I send a custom notification to a queue member in Salesforce?
4:1318:43How to Send Custom Notification Using Flow | #SalesforceFlowYouTubeStart of suggested clipEnd of suggested clipFind all the opportunity team members. And then send the notification. Then there is another optionMoreFind all the opportunity team members. And then send the notification. Then there is another option which is called group id. So it is going to find all the group. Members send the notification. Then
How do I send an email with a flow notification in Salesforce?
To send email from your flow, either call an email alert action or create the email in the flow. Send an email by using a workflow email alert to specify the email template and recipients. The flow provides only the record ID. Send an email by specifying the subject, body, and recipients in the flow.
How do I send an email with a flow alert in Salesforce?
Drag an Email Alert element onto the canvas. In the Email Alert field, select the email alert to configure. To filter the list of email alerts by a specific object, enter the API name of the object. The unique name for each email alert is prefixed with its object.
How do I send custom notifications using process builder in Salesforce?
Send custom notifications using Process BuilderFrom Setup, enter Notification builder in the Quick Find box, and then Select Custom Notifications.Create a custom notification type and define where we want to show the notification–Desktop or Mobile.More items...
How do I send a bell alert in Salesforce?
How to add Bell Notification for new Case or Lead in SalesforceGo to Setup → Process Builder → Create new :- Give Name and select Object and add relevant criteria.Add Immediate Action and select 'Send custom Notification' Action Type drop-down.
How do I send custom notifications to Salesforce from Apex?
Go to Setup and Click on Custom Notification in Notification Builder. Click the New button to create a new custom Notification. Enter Custom Notification Name, API Name and Supported Channels as follows, Click the Save button.
What is notification builder in Salesforce?
Salesforce Notification Builder enables admins to create customized in-app notifications for the targeted audience. You can define when you want the notification to trigger, what message to display and which users to notify.
Send notification in Process Builder
When defining actions in Process Builder, you need to select: Send Custom Notification.
Send notification via the Rest API
If you want to send a notification via the Rest API, the first step is to get the Id of the notification you want to send. The easiest way to do this is to use the following query:
Send notification in Apex Code
Custom Notification does not have any Apex API, but you can invoke Rest API from Apex or run the Process Builder by an update in a certain field.
How notification looks like
When the criteria will be evaluated you will get the following notification in Desktop or Mobile App.
Usage
CustomNotification allows two approaches to creating and configuring a custom notification.
Example
This example Apex class provides a static method for sending a custom notification to a recipient list. Call this method from a trigger, flow, or wherever you want to send a custom notification from Apex.
CustomNotification (typeId, sender, title, body, targetId, targetPageRef)
Creates an instance of the Messaging.CustomNotification class using the specified parameters. When you use this constructor, you don’t need to call the various setter methods to define the custom notification attributes.
What is the custom notification?
Custom notifications are customized notification inside salesforce org. The admins can send this notification when some important event occurs. For example, the opportunity owner is notified when the opportunity is approved by his manager. Or another example is like the account owner is notified when the new case is logged.
Where we get these custom notifications?
Custom notification is shown on the bell icon inside the salesforce org. See the below image.
Conclusion
Now you won't need to do fancy workarounds to send custom notification using apex. Before this release, there were multiple ways to do this using apex which were not so sophisticated and easy to implement.
