Overview of Configuring Notifications for Sales

A notification is an alert for users, such as salespeople and managers, to notify them about an event on a business object, such as an account, and let them take necessary actions. Enabling notifications is a global setup.

You can generate, configure, and enable notifications for Sales objects such as accounts, contacts, leads, and opportunities.

Depending on your configuration, the application sends notifications to users when there are updates to records. When configuring notifications, you determine who receives the notifications and when they receive them.

Note: All of these types of notifications appear at the top of the page under Notifications (the bell icon). When users click the notification icon, they're directed to the appropriate page for your enabled UI.

Use this playbook to learn to do these tasks:

  • Enable notifications for Sales
  • Define notification scripts for Sales
  • Set notification preferences for Sales
  • Debug Groovy prompts
  • Configure push notifications

This table lists the setup steps and where you can get more information.

Setup Steps for Notifications

Step Where to Get More Details
Step 1

Enable notifications for sales objects.

Enable Notifications for Sales

Step 2

Get an overview of the tasks to configure notifications.

Overview of Setting Up Notification Scripts and Preferences

Step 3

Define Groovy scripts using Application Composer.

Define Notification Scripts for Sales

Step 4

Configure notification rules.

Configure Delivery Preferences and Text for a Notification

Step 5

View the runtime log and debug your Groovy script.

Debug Groovy Prompts

Step 6

Push notifications to mobile devices.

Configure Push Notifications