Setting Up Push Notifications In Salesforce

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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.

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!

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.

1. Go to Setup → Notification Builder → Notification Type

2. Click New and then give the Notification Type a name. This is important if you decide to have more than one Type available.

3. Select the Type

Bear in mind that for the Mobile notifications, some restrictions apply. This includes (but not limited to):

  • The user installing the app on their phone
  • The application having notifications turned on
  • and, that the user actually looks at the app.

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.

Step 2: Create the Process Builder

This is the step to trigger the notification to go out.

  1. Go to Setup → Process Builder → Create new
  2. Select your initiating object, and if this should fire only on create or create and edit
  3. Add any relevant criteria that should be followed in order for the notification to fire
  4. Create New Action → select Send Custom Notification

5. Give the Action a name

6. Select the Notification Type that you made in Step 1

7. Select the Recipient Type: this can be the User or someone on the record – up to you!

8. Lastly, and probably most importantly, fill out the Title and the Body of the notification

9. Click Save, and then click Activate for the Process Builder

Step 3: Testing

Now to test this lovely new feature!

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.

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.

Summary

And there you have it, your notification alert out to users is all set up! Enjoy this wonderfully simple, but powerful, new tool.

8 thoughts on “Setting Up Push Notifications In Salesforce

  1. Avatar

    Hi Yelena,

    Great post! This is really helpful. I tried it and works just fine. However, to access new Desktop notifications you HAVE to click the bell icon. If I am already logged in to Salesforce and a notification is published, I would ideally want it to just float up in the top right corner and an ability to close it, mark it as read etc.
    Is there a way to do that?

  2. Avatar

    Hi Ashish,

    Unfortunately, I had a similar experience which is why I liked the mobile version of the notifications more, as you could get the badge to appear on the screen. I was not able to find a way to create a badge like notification for the desktop. The experience is the same though in both mobile and desktop, that it just shows in the bell if you are in the app.

    Thanks,
    Lena

    1. Avatar

      I have the same issue where the notification does not appear in iOS, only the bell with the badge indicator.

      1. Avatar

        in iOS it will depend on your personal settings for the Salesforce application. You will get the bell indicator, plus either badge on the top or on the Locked Screen depending on your settings.

  3. Avatar

    Hello Yelena,

    thanks for sharing this.
    I’ve just recently set up “major incident (push) notifications” in our org by using process builder, a chatter group and the mobile app.
    With the right configurations you get the app to push the chatter post on the device.

    What are the advantages of the “Custom Notification” method?
    “UserXYZ mentioned the group123 in a post” or “UserXYZ posted in the group123” would be dropped, guess that is cool enough to give it a try …
    Any other advantages to the chatter model?

    Best Regards,
    Heiko

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