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.
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.
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 |