Showing posts with label Summer19. Show all posts
Showing posts with label Summer19. Show all posts

Tuesday, 18 June 2019

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

Sunday, 16 June 2019

Enhanced Related List

Summerʻ19 comes up with many new features including Enhanced Related List. 

With Enhanced Related Lists, you can show up to 10 columns, resize and sort your columns, perform mass actions, and wrap text.

We can display maximum 10 fields on related list record. Default ordering is by RecordID. We can sort by any number of field on the object level.

To modify page layout, follow below path:-
Setup-> Object Manager -> Click on object -> page layouts. Click on edit link. 
Go to related list and click on wrench icon and select 10 fields which you want to display. 


Select the field name in sort by column.


To display more than four fields in Lightning Experience, edit the related list component in the Lightning App Builder and choose Enhanced List as the related list type. Follow below steps:-

Open Account record -> Click on edit page from setup.
Go to related list section and select Related list type as Enhanced List. We can specify number of field to be displayed. Maximum number is 10.



Open Account record and on opportunity related list, you can see 10 fields.




Wrap/Clip Text

Go to related list tab and navigate to object whose text you want to wrap. 
Below Video contains step by step information to configure enhanced related list.

Reference link:-