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:
- How do you notify opportunity team members when an opportunity is marked as closed won? – Using email alert, right?
- 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). Read the rest of this entry!