1. Implementing Sales
  2. Overview of Notifications Setup

Overview of Notifications Setup

Sales users can receive multiple types of notifications that relate to their daily work.

This chapter focuses on notifications about changes to leads, opportunities, accounts, contacts, and other sales objects. For example, you can notify salespeople whenever they're assigned as the owner of a lead or a task.

In the Sales application, administrators can have the notifications delivered in multiple ways:

  • Under the Notifications (the bell icon)
  • On the browser page
  • Sent using email

In CX Sales Mobile, the notifications can be pushed like other mobile notifications or they can appear under the bell notifications icon.

Here's an overview of the setup steps:

Step

Description

Navigation

Where to Get More Details

1

Enable notifications for the web and mobile applications.

Setup and Maintenance > Sales offering > Sales Foundation > Change Feature Selection

See the Enable Notifications topic in this chapter.

2

Create Groovy trigger scripts so users get notified about object changes.

Configuration > Application Composer > Account > Server Scripts

See the Define Notification Scripts and Sample Notification Scripts topics in this chapter.

3

Specify the recipient types, delivery methods, and notification text for a specific trigger event.

Tools > Notification Preferences

See the Configure Delivery Preferences and Text for a Notification topic in this chapter.
4 To enable notifications for Oracle CX Sales Mobile, you must complete a couple of additional steps that are covered in the CX Sales Mobile chapter. Configuration > Application Composer > Mobile Application Setup > Settings > Notifications Settings Enable Notifications for Sales Objects in CX Sales Mobile