How do I enable notifications for Sales?

You define and generate notifications with a Groovy script in Application Composer, using conditions that must be met for each notification. When a notification is created on an account that salespeople own, you can specify the notification recipients.

For example, you can reference sample Groovy scripts to define and activate notifications for salespeople when:

• They're added to the account team.
• They're designated as owner of an account.
• An account they own has been deleted.
• A sales object is assigned to an account.

Note: Before you enable notifications for Sales, ensure that you have enabled notifications generally. For steps, see the topic, Disable or Enable Workflow Notifications. If you update the applications, be sure to go back and check these settings again.

Notifications are lined up in a queue, and you can manually add a record to a queue by changing the owner. Or, you can add a notification to a queue based on specific criteria. You can use a rule or condition to add leads to a queue based on specific record criteria, for example. Records remain in a queue until they're assigned an owner.

Here's how you enable notifications.

1. Sign in as a setup user.
2. In the Setup and Maintenance go to:
   • Offering: Sales
   • Functional Area: Sales Foundation
3. Click the drop-down button in the Sales Foundation row.
4. Click Change Feature Selection in the menu. The Edit Features: Sales Foundation page appears.
5. Select the Enable check box for the notification-related features you want to set up. This enables notifications for the Sales objects.
   Note: This opt-in is for your chosen channel or communication path, such as bell notifications, and not for specific objects.
6. Click Done.