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- Hi, my name is Joshua Schneyer
and I'm the Product Manager
for notifications here at Salesforce.
And I wanted to talk to you
about one of my favorite features,
which is notification builder.
It allows you to send custom notifications
to both lightning desktop and your mobile apps
for relevant events that occur in your org.
It's pretty straightforward but I wanted to show you
some of the cool things that you can do
that might not be so obvious.
First, did you know,
that you can send notifications to multiple recipients?
We support account and opportunity teams,
public groups, and even queues.
That last one is pretty interesting
because I know a lot of folks who are excited
about the ability to assign tasks to queues.
So let's take a look at how we can create
a custom notification
that will alert all those queue members
when a new task is created.
Now, I've got a simple process here set up to just execute,
which we'll use to show notifying a queue.
Now, of course, you can also send a custom notification
from flow or our rest API
if your notification where the event is happening
somewhere outside your org.
But let's take a look at setting up our action here.
We wanna give this a name
and select the notification type,
which handles the routing of the notification.
Here we're gonna select the recipient.
Now as we mentioned earlier,
we can see account and opportunity team, public groups,
but we're really interested in queues.
So let's select that.
And we have a couple of options here.
You can select the queue field from a record,
which we'll want to do here because we want the queue
associated with this task.
Or you could select a specific queue
that you would use every time.
But let's stay with this relative queue.
So we'll click find and here we'll connect the dots.
And this should be pretty familiar for anyone who's used
merge fields or even formulas,
we'll select assigned to ID.
So that's the field on our tasks
that's pointing to the queue
and we'll select queue ID.
Next we need to put some content in the notification.
So in the notification title,
let's add a message.
New task for, and let's call out the queue names.
So when folks see this come in,
they will know what it's about.
We'll go to the queue assigned to ID again,
and instead of selecting the queue ID,
we're gonna take the name of the queue.
And now for the notification body,
let's go ahead and put the subject of the task
for a little bit more detail.
Now, our notification's ready to go.
We'll go ahead and save this.
And the next time, a task is created
and assigned to a queue,
this notification is gonna fire and let everybody know.
Next, did you know
that you can control which mobile apps receive
your notifications or even turn off standard notification
types to replace with your own?
Let's take a look.
So here we can come into set up
and scroll down to notification builder,
and we can click on notification delivery settings.
Here, we're going to see the routing and delivery settings
for standard notification types like approvals or chatter,
but also the custom notification types you may have created.
And for each of these,
if we click edit,
we can choose whether or not
we want to send them as desktop or mobile,
we can turn those channels on and off.
And for mobile applications,
we can choose which specific apps we want to send them to.
These include Salesforce built apps
like the Salesforce mobile app or Publisher,
but starting in summer 20.
it also includes any custom apps
that you may build using our mobile SDK.
Now, in this example,
maybe we're not completely happy
with the approval request notification type
that we get out of the box.
We can simply turn off both desktop and mobile channels,
we'll save that and this notification type
will effectively be silenced.
We can then go in to process or flow
and create our own notification for approvals,
that's more suited to our needs.
So we do have a lot of good control on how we can
route these notifications.
So next up,
did you know that users can control which push notifications
they receive directly from the Salesforce mobile app?
Let's take a look.
So let's come into the Salesforce mobile app
and we'll tap on menu.
Then we can tap on our user avatar.
Here we'll see an option for settings.
Then we can tap on push notification settings.
This screen will show us all the notification types,
both standard and custom
that have been configured in your org
and our users can toggle those on and off
as they please.
So we want to make sure we build great notifications
for our users.
But just in case anyone complains,
they don't want to see one or it's a little too noisy
you don't have to turn it off for everyone.
You can give your users guidance on how they can leverage
these personalized settings
directly within the Salesforce (indistinct).
So now you know
a little bit more about how to use notification builder.
I hope you enjoyed watching
because I definitely enjoyed sharing it.
Thanks admins.
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