Overview of Setting Up Notification Scripts and Preferences

After you enable the notifications feature for sales, you then configure the notifications.

Here are the overall steps:

  1. Define notification prompts as Groovy scripts in Application Composer. The scripts contain the conditions that must be met for each notification. Notifications are sent when the defined conditions are met. For example, you can send a notification when a sales object is assigned to an account.

    For more information about defining notification prompts, see Define Notification Scripts for Sales.

  2. Configure notification preferences using the Notification Preferences page. For example, configure the notification message using SmartText and specify the notification recipient.

    For more information about notification preferences, see Configure Delivery Preferences and Text for a Notification.