Custom Notification - Summerʻ19 Feature

We can send custom notification whenever any important event occurs. Example, you can notify Account owner to followup with client whenever any opportunity closes or you can notify sales manager when opportunity wins.

Previously, you could send only standard notifications for use cases predefined by Salesforce. Notification Builder puts you in control of who needs to know what and when.

Step 1 ) First we will setup Notification. To do so follow below steps:-

Setup -> quick search -> search for Notification Builder -> Click on Notification types.

Enter Custom Notification Name and supported channels. Refer below screenshots.

Step 2) Create new process using process builder to send notification.


 Process Name :- Notify Account Manager whenever opportunity wins
Object - Opportunity
Start the process - when a record is created or edited
Set condition as Opportunity stage = closed won.

Step 3 ) Select Action type as Send Custom Notification
Action Name - Notify Account Owner
Notification Type - Notify Account Manager whenever Opportunity wins.
Notification recipient -> Recipient could be User, Owner, Group, Queue and Account team.
In this example we will select Account owner.

Enter Notification Title and Body.

Save the process and Activate it.

Step 4) Navigate to Sales Application -> Close opportunity.

Login as Account owner. Click on Notifications next to setup link on available on right top of screen. You can see custom notifications.

Please follow my video to get step by step information. 

Reference link:- 1) https://admin.salesforce.com/get-buildspiration-with-summer-19-notification-builder
2) https://releasenotes.docs.salesforce.com/en-us/summer19/release-notes/rn_mobile_s1_newfeat_notification_builder.htm