Enable Notifications for Sales Objects in CX Sales Mobile

You can enable notifications to be triggered automatically when certain business events occur in the CX Sales Mobile app, or in the CX Sales web app. For example, you can set up a notification that notifies a salesperson that they have been assigned a lead or task. You can choose to have the notification pushed to the mobile device, or have it viewed inside the app as in-app notification. When you enable notifications, salespeople receive timely updates to key sales data, so that they can take action on the updates.

There are four parts to enabling notifications:

1. Enable the notifications feature in Setup and Maintenance.
2. Enable notifications for the CX Sales Mobile app.
3. Enable notifications for business events.
4. Configure delivery channels and notifications recipients.

Enable the Notifications Feature in Setup and Maintenance

Follow the instructions in the topic Enable Notifications in the Notifications chapter of this guide.

Enable Notifications for the CX Sales Mobile App

Next, you need to check that notifications are enabled in the CX Sales Mobile settings. You can also specify whether notifications are available for certain regions and roles only.

1. Navigate to Application Composer and click Mobile Application Setup.

2. In the Application Features pane, click Settings and expand the Notifications Settings menu.

3. Ensure that the Enabled setting is on. This option only enables and disables the in-app notification, and is enabled by default.

4. Use the Assigned Regions and Assigned Roles fields if you want to enable notifications for specific regions and roles only.

Enable Notifications for Business Events

Refer to the topics Define Notification Scripts and Sample Notification Scripts in the Notifications chapter of this guide.

Configure Delivery Channels and Notifications Recipients

Follow the instructions in the topic Configure Delivery Preferences and Text for a Notification in the Notifications chapter of this guide.