This blog will discuss how to create Custom Salesforce Notification using the Process Builder Salesforce platform. We have considered the Order Creation process, but it can be enhanced and used for any procedure.
Below are the steps for Creating a new “Custom Notification” using Process Builder for Custom Objects using Process Builder.
Steps to Define Custom Notification
- Firstly, login into your Salesforce Account.
- Secondly, click on the gear box on the right corner of screen and select Setup.
- Now, click on Enter Notification Builder in the Quick Find box in Setup, then select Custom Notifications. Enter the Custom Notification Name > Select API Name > Tick the Check Box Desktop and Mobile and Click Save.
- Once Custom Notification type saved, Now type Salesforce Notification in Quick Find Box.
- Now Type Process Automation in Quick Find box select the Process Builder once you have s click on New process as shown in below fig. Steps should be noted before you are going to make custom notification in Salesforce.
- Step 1. Process Name
- Step 2. API Name
- Step 3. Description
- Step 4. Process Starts When*
- Step 5. Click Save.
- Now, once process builder has been saved create custom objects for Salesforce Custom notification. Now select custom objects that we wanted to create Click on Start the process only when records been created.
- Check the YES BOX
- Click Save
- Finally, start defining the criteria you wanted to create in the action group, as shown below.
- Once Action Group has been selected define the action type that you wanted to create for example: Salesforce Notification Click save once action type has been selected as shown in below fig.
- Similarly, define Action type you wanted to create in custom notification. Now, Write the process builder for the Order number in the Notification title. Click on Save Button.
Activation and Output
- Once all the Custom Notification has been added, click on the Activate button to start the Custom Notification Process Builder, as shown in the figure below.
- Now Create New Quote against the Opportunity; check the Custom Notification once the order has been generated. You will get a notification on the bell icon as shown in the below fig.
To sum up, using the steps mentioned above, you can add custom notifications to any routines that you need in your Salesforce org.
We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, please get in touch with us at firstname.lastname@example.org.
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