{"id":343,"date":"2020-12-10T12:11:24","date_gmt":"2020-12-10T11:11:24","guid":{"rendered":"https:\/\/transferttexei.wordpress.com\/2020\/12\/10\/day-10-salesforce-custom-notifications-texeiadventcalendar\/"},"modified":"2023-08-22T15:07:44","modified_gmt":"2023-08-22T13:07:44","slug":"day-10-salesforce-custom-notifications-texeiadventcalendar","status":"publish","type":"post","link":"https:\/\/texei.com\/en\/advices\/day-10-salesforce-custom-notifications-texeiadventcalendar\/","title":{"rendered":"Day 10: Salesforce Custom Notifications #TexeiAdventCalendar"},"content":{"rendered":"<p>It\u2019s the most wonderful time of the year! And with that ladies and gentlemen comes the most wonderful blog posts from the most wonderful #TexeiAdventCalendar. So let\u2019s delve into the Salesforce custom notifications!<\/p>\n<p>I always got this complaint from many customers: \u201cWe want to be notified once a specific action happens in Salesforce\u201d I\u2019m not talking here about the standard Salesforce notifications like a change of ownership or a due task but rather any other custom action: It could be a new lead created via web to lead, an opportunity of a college that is getting near the win. Anything that ca comes to mind.<\/p>\n<h2>How to create custom notifications<\/h2>\n<p>So, in order to solve this, Salesforce has recently put forth the possibility to create custom notifications. It\u2019s very simple, first we have to create the notification itself.<\/p>\n<p>We can find it under \u201cCustom Notification\u201d in the setup menu.<\/p>\n<figure><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-2662 size-full\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_wBQ4D5lqBW7gYNQvpf-HNg.png\" alt=\"Salesforce custom notifications\" width=\"800\" height=\"317\" srcset=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_wBQ4D5lqBW7gYNQvpf-HNg-200x79.png 200w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_wBQ4D5lqBW7gYNQvpf-HNg-300x119.png 300w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_wBQ4D5lqBW7gYNQvpf-HNg-400x159.png 400w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_wBQ4D5lqBW7gYNQvpf-HNg-600x238.png 600w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_wBQ4D5lqBW7gYNQvpf-HNg-768x304.png 768w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_wBQ4D5lqBW7gYNQvpf-HNg.png 800w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/figure>\n<p>Once we hit new, we will give it a name and we can choose if it\u2019s available for Desktop, Mobile or both.<\/p>\n<figure><img decoding=\"async\" class=\"alignnone size-full wp-image-2663\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_wPN7SW87JkdA6K4DiE7d6Q.png\" alt=\"\" width=\"800\" height=\"477\" srcset=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_wPN7SW87JkdA6K4DiE7d6Q-200x119.png 200w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_wPN7SW87JkdA6K4DiE7d6Q-300x179.png 300w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_wPN7SW87JkdA6K4DiE7d6Q-400x239.png 400w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_wPN7SW87JkdA6K4DiE7d6Q-600x358.png 600w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_wPN7SW87JkdA6K4DiE7d6Q-768x458.png 768w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_wPN7SW87JkdA6K4DiE7d6Q.png 800w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/figure>\n<p>So, all is good now but how we can use this new notification you may ask? Well, we can simply use it in a process builder. Let\u2019s say we want to create a notification if we have a new lead created from the web so our entry criteria would be the creation of a lead with the value \u201cWeb\u201d in the Lead Source field.<\/p>\n<p>We create the process builder as usual with the entry criteria and in the action section, we choose \u201cSend custom Notification\u201d. We give it a name.<\/p>\n<figure><img decoding=\"async\" class=\"alignnone size-full wp-image-2664\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_X3uHZZSpzTqLUtxVoue9XQ.png\" alt=\"\" width=\"800\" height=\"479\" srcset=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_X3uHZZSpzTqLUtxVoue9XQ-200x120.png 200w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_X3uHZZSpzTqLUtxVoue9XQ-300x180.png 300w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_X3uHZZSpzTqLUtxVoue9XQ-400x240.png 400w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_X3uHZZSpzTqLUtxVoue9XQ-600x359.png 600w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_X3uHZZSpzTqLUtxVoue9XQ-768x460.png 768w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_X3uHZZSpzTqLUtxVoue9XQ.png 800w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/figure>\n<p>And now we can choose who\u2019s going to receive our notification.<\/p>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2666\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_zh-1_OBm2lVyXYHwtF0anA.png\" alt=\"\" width=\"450\" height=\"308\" srcset=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_zh-1_OBm2lVyXYHwtF0anA-200x137.png 200w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_zh-1_OBm2lVyXYHwtF0anA-300x205.png 300w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_zh-1_OBm2lVyXYHwtF0anA-400x274.png 400w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_zh-1_OBm2lVyXYHwtF0anA.png 450w\" sizes=\"(max-width: 450px) 100vw, 450px\" \/><\/figure>\n<p>Let\u2019s say that we can\u2019t notify the owner of the lead that we have assigned via an assignment rule.<\/p>\n<p>Here we will type our notification title and body and good news, we can use Merge fields.<\/p>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2660\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_i1eQfkQ2mi5m3ZTSxMHwfA.png\" alt=\"\" width=\"800\" height=\"544\" srcset=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_i1eQfkQ2mi5m3ZTSxMHwfA-200x136.png 200w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_i1eQfkQ2mi5m3ZTSxMHwfA-300x204.png 300w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_i1eQfkQ2mi5m3ZTSxMHwfA-400x272.png 400w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_i1eQfkQ2mi5m3ZTSxMHwfA-600x408.png 600w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_i1eQfkQ2mi5m3ZTSxMHwfA-768x522.png 768w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_i1eQfkQ2mi5m3ZTSxMHwfA.png 800w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/figure>\n<p>So now if a new web lead is created, the owner will receive a shiny message.<\/p>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2665\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_xUitYQ-kYTPiohwG8r1MNg.png\" alt=\"\" width=\"800\" height=\"345\" srcset=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_xUitYQ-kYTPiohwG8r1MNg-200x86.png 200w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_xUitYQ-kYTPiohwG8r1MNg-300x129.png 300w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_xUitYQ-kYTPiohwG8r1MNg-400x173.png 400w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_xUitYQ-kYTPiohwG8r1MNg-600x259.png 600w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_xUitYQ-kYTPiohwG8r1MNg-768x331.png 768w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_xUitYQ-kYTPiohwG8r1MNg.png 800w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/figure>\n<p>We click on the notification and here we go!<\/p>\n<figure><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2661\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_Mc5nRDvq4ucSKvcaWVnDZA.png\" alt=\"\" width=\"800\" height=\"325\" srcset=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_Mc5nRDvq4ucSKvcaWVnDZA-200x81.png 200w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_Mc5nRDvq4ucSKvcaWVnDZA-300x122.png 300w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_Mc5nRDvq4ucSKvcaWVnDZA-400x163.png 400w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_Mc5nRDvq4ucSKvcaWVnDZA-600x244.png 600w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_Mc5nRDvq4ucSKvcaWVnDZA-669x272.png 669w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_Mc5nRDvq4ucSKvcaWVnDZA-768x312.png 768w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/1_Mc5nRDvq4ucSKvcaWVnDZA.png 800w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/figure>\n<p>As simple as that!<\/p>\n<p>And don\u2019t forget that we can also use custom notifications in more complex scenarios using flows. We add an action to a flow, and we choose notifications. But this is a story for another day!<\/p>\n<h3>To learn more<\/h3>\n<p>On top of all that, you can even send custom notifications via Apex but for this, I\u2019ll let <a href=\"https:\/\/medium.com\/u\/5a30c61fdbc1\" target=\"_blank\" rel=\"noopener\">Loic NICOLAS<\/a> walk you through that very soon so keep an eye on this space!<\/p>\n<p>Hope you enjoyed our little snippet of wisdom about Salesforce custom notifications. Don\u2019t forget to tune in tomorrow for a brand new #TexeiAdventCalendar post with <a href=\"https:\/\/medium.com\/u\/6e1d211de163\" target=\"_blank\" rel=\"noopener\">J\u00e9r\u00e9my VIAL<\/a>. And if you enjoyed that, we have more right here: <a href=\"https:\/\/blog.texei.com\/\" target=\"_blank\" rel=\"noopener\">Texei<\/a><\/p>\n<p>Merry Christmas and keep on rocking!<\/p>\n<p>Follow us on LinkedIn <a href=\"https:\/\/fr.linkedin.com\/company\/texei\" target=\"_blank\" rel=\"noopener\">here<\/a> and on Twitter <a href=\"https:\/\/twitter.com\/TexeiFrance?s=20\" target=\"_blank\" rel=\"noopener\">here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>It\u2019s the most wonderful time of the year! And with that ladies and gentlemen comes the most wonderful blog posts from the most wonderful #TexeiAdventCalendar. So let\u2019s delve into the Salesforce custom notifications! I always got this complaint from many customers: \u201cWe want to be notified once a specific action happens in Salesforce\u201d I\u2019m not [&hellip;]<\/p>\n","protected":false},"author":28,"featured_media":2659,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[300],"tags":[314,310],"class_list":["post-343","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advices","tag-notifications","tag-salesforce-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Day 10: Salesforce Custom Notifications #TexeiAdventCalendar - Texe\u00ef<\/title>\n<meta name=\"description\" content=\"Discover how to set up and utilize Salesforce custom notifications for personalized alerts on specific actions.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/texei.com\/en\/advices\/day-10-salesforce-custom-notifications-texeiadventcalendar\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Day 10: Salesforce Custom Notifications #TexeiAdventCalendar\" \/>\n<meta property=\"og:description\" content=\"Discover how to set up and utilize Salesforce custom notifications for personalized alerts on specific actions.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/texei.com\/en\/advices\/day-10-salesforce-custom-notifications-texeiadventcalendar\/\" \/>\n<meta property=\"og:site_name\" content=\"Texe\u00ef\" \/>\n<meta property=\"article:published_time\" content=\"2020-12-10T11:11:24+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-22T13:07:44+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/0_cYySzEBsAIQsaRGA.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"384\" \/>\n\t<meta property=\"og:image:height\" content=\"384\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Maher Ajamane\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/texei.com\\\/en\\\/advices\\\/day-10-salesforce-custom-notifications-texeiadventcalendar\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/texei.com\\\/en\\\/advices\\\/day-10-salesforce-custom-notifications-texeiadventcalendar\\\/\"},\"author\":{\"name\":\"Maher Ajamane\",\"@id\":\"https:\\\/\\\/texei.com\\\/#\\\/schema\\\/person\\\/3bcfaaf93e28324c6afecdaac5d556ee\"},\"headline\":\"Day 10: Salesforce Custom Notifications #TexeiAdventCalendar\",\"datePublished\":\"2020-12-10T11:11:24+00:00\",\"dateModified\":\"2023-08-22T13:07:44+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/texei.com\\\/en\\\/advices\\\/day-10-salesforce-custom-notifications-texeiadventcalendar\\\/\"},\"wordCount\":480,\"publisher\":{\"@id\":\"https:\\\/\\\/texei.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/texei.com\\\/en\\\/advices\\\/day-10-salesforce-custom-notifications-texeiadventcalendar\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/texei.com\\\/dev\\\/wp-content\\\/uploads\\\/2020\\\/12\\\/0_cYySzEBsAIQsaRGA.jpeg\",\"keywords\":[\"notifications\",\"Salesforce\"],\"articleSection\":[\"Advices\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/texei.com\\\/en\\\/advices\\\/day-10-salesforce-custom-notifications-texeiadventcalendar\\\/\",\"url\":\"https:\\\/\\\/texei.com\\\/en\\\/advices\\\/day-10-salesforce-custom-notifications-texeiadventcalendar\\\/\",\"name\":\"Day 10: Salesforce Custom Notifications #TexeiAdventCalendar - 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