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 chapter 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 tasks, navigation patha, and topics in this chapter where you can get more information.

Step	Description	Navigation	Where to Get More Details
1	Enable notifications for sales objects.	Setup and Maintenance	See: Enable Notifications for Sales
2	Get an overview of the tasks to configure notifications.	Application Composer > Standard Objects > Server Scripts	See: Overview of Setting Up Notification Scripts and Preferences
3	Define Groovy scripts using Application Composer.	Application Composer > Standard Objects > expand the object you want > click Server Scripts	See: Define Notification Scripts for Sales
4	Configure notification rules.	Tools > Notification Preferences	See: Configure Delivery Preferences and Text for a Notification
5	View the runtime log and debug your Groovy script.	Application Composer > Expand Objects, Common Setup > Run Time Messages	See: Debug Groovy Prompts
6	Push notifications to mobile devices.	Setup and Maintenance	See: Configure Push Notifications