Getting Started with Process Builder – Part 93 (Enhance Productivity with Push Notification to Desktop or Mobile!)

Getting Started with Process Builder – Part 93 (Enhance Productivity with Push Notification to Desktop or Mobile!)

Last Updated on June 24, 2020 by Rakesh Gupta

If you have been keeping yourself abreast of Salesforce releases then, you may know that Summer’19 release is now in the Sandbox; and, as always, Salesforce has introduced tons of new features for customers like you and me.  

In case you have not read the entire 472 pages of Salesforce Summer’19 release notes, check out Summer’19 release quick summary and /or the Summer into Top 10 Lightning Experience Gems of Salesforce Summer’19 Release! written by me. 

Now, you may be thinking, what am I so excited about the Summer’19 release? Well, let me count the reasons! However, one of the reasons, that stands out the most is, enhancements related to Process Builder – Oh, yes! you got that right. 

Let me start with a few examples: 

  1. How do you notify opportunity team members when an opportunity is marked as closed won? – Using email alert, right?
  2. How to do notify account owner if a new support case is logged while trying to close a high-value opportunity? – Using email, right?

Over time, how many email alerts are you going to send? Sometimes, these email alerts can be irritating – they are, at least for me.  If so then, can we handle, the process of notifying team members, a bit better? With Summer’19 release, we certainly can! Now, instead of email alerts, we can send a push notification to users on their mobile (Salesforce mobile app is required) or Lightning Experience (Desktop)

Let’s take a business use case to understand – what a push notification is; how to auto-send a push notification to users; and, finally, how does it look to the end users. 

Business Use case

Donna Serdula is working as a System administrator at Universal Containers (UC). She is an experienced Salesforce Administrator and is proficient at using automation to eliminate manual processes. 

Since last few months, she is getting a request from the Sales team to reduce the number of email notifications they get from Salesforce. Donna has identified a use case – she wants to replace email notification with new push notification – whenever an opportunity is marked as ‘Closed Won’, send push notification to Opportunity team members on their Salesforce mobile app or Lightning Experience (Desktop).

A solution for the above business requirement

Until now, Apex was one, and only solution; but, starting Summer’19 release, we can use Process Builder to solve the above business requirementAnd, we will!

What is a Push Notification?

Push Notifications are Messages that are pushed to a user’s device – either desktop or mobile.

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Starting Summer’19 release, users can see get/see push notification in the (1) Salesforce mobile app notification center; and, (2) if System administrator configures it so, then, users can also see push notification in Lightning Experience notification center too (Desktop). 

Blog 93.2

Before trying to understand the technical aspect of the solution, let us spend some time to understand the general flow at a high level. Please spend a few minutes to go through the following flow diagram and understand it.Blog 93.3

To send a notification on mobile devices, or Desktop, Salesforce will use Custom Notification Types. The custom notification contains details about, how it displays an abbreviated banner with the title, subtitle, and two to four lines of body text from the notification. 

Follow the instructions below to solve the above business requirement:

  1. Navigate to Setup (Gear Icon) | Setup | PLATFORM TOOLS | Notification Builder | Notification Types and click on the New button. Create a new custom notification type, as follows: Blog 93.4
  2. Once you are done, click on the Save button.
  3. Navigate to Setup (Gear Icon) | Setup | Process Automation | Process Builder, to create a new process from scratch, click on the New Button available on Process Management page. A popup will appear where you have to enter the Name (Use Push Notification – Closed Won Opportunity as the name)API Name and Description as shown in the screenshot below:Blog 93.5.jpg
  4. Once you are done, click on the Save button.
  5. Click on the Object node to add object and then select the Opportunity object. For the entry criteria, select when a record is created is edited, as shown in the screenshot below:Blog 95.6.jpg
  6. Once you are done, click on the Save button.
  7. The next task is to add Process Criteria, so that process will always fire when the Opportunity Stage is ‘Closed Won’ and the Amount is greater than $1M. To do this click on Add Criteria, enter Name and Type of action, follow the instructions below:Blog 95.7
  8. Once you are done, click on the Save button.
  9. Now we have to add an Immediate action into the Process to send the push notification to users on mobile and desktop. Click on Add Action (Under Immediate actions), Select the type of action (In our case Send Custom Notification), and then fill the values into fields to define the action – as shown in the following screenshot:Blog 95.8.2.jpg
  10. Once you are done, click on the Save button. 
  11. In the end, your Process will look like the following screenshot:Blog 95.9
  12. Do not forget to activate the Process by clicking on the Activate button.

Next time, when a user updates the opportunity to ‘Closed Won’, the process we created (Using Process Builder) will fire and, it will send the push notification to opportunity team members on Salesforce mobile app and Desktop (Lightning Experience).

Blog 93.11

Note: – I am grateful to Resco.net and Taveza for sponsoring my blog.

Proofreader: - Munira Majmundar
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