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[premium-teaching]

How to Get Started With Salesforce Notification Builder

Have you wished your communication within your organization was much easier? Want to receive notifications of only important updates? Do the updates you receive not require attention? Well Worry no more! Salesforce has the perfect solution for you called “Notification Builder” which was released Summer of 2019.

The builder enables admins to create customized in-app notifications for the targeted audience. You can define when the notification triggers, which users will be notified and what will be displayed in the notification. This can be done in very simple steps with salesforce.

How to create a Notification in a Salesforce Notification Builder;

1.      Step 1 - Create Notification Type: Go to Setup → Notification Builder → Notification Types. Create a new Notification type. You can choose the notification to support both Desktop and mobile.

2.      Step 2 - Create a Process and define entry object: Go to Setup → Process Builder and create a new process. You can define the entry event on a standard or custom object and choose when the process should lookup this object.

3.      Step 3 - Create a trigger condition: Next step is to define the trigger for notification. You can define a condition for field values on the object or when a formula evaluates to a certain value. Alternatively, you can simply have the notifications triggered on object creation/update without any criteria.

4.      Step 4 - Design the Notification: Now that we have defined the trigger point, it’s time to shoot. But before that, you must define what your notification would tell and more importantly who to send the notification to. To answer the latter point, select Add Actions | Action Type | Send Custom Notification.

Congratulations your customized notification is ready to use and can be further customized according to your requirements. These notifications, appear on desktop, mobile and anywhere else you program or set the settings to.

You can also create custom notifications to provide users with new information and reminders or replace a standard notification. Following are the modules that can be customized through the “Notification Builder”;

1.      Send Custom Notifications You can build a notification for a workflow built entirely with custom objects. You can replace a standard notification with a custom notification to include a message and recipients tailored to your needs.

2.      Notification Delivery Settings The delivery channels for custom types can be edited for supported Salesforce-provided apps and apps installed from a managed package.

3.      Consideration for Notification Builder Before you begin managing your desktop and mobile notifications, learn about the considerations specific to custom notifications and notification delivery settings.

 Founded in 2015, Premium Learning Systems have established a strong foothold in the domain of training with our phenomenal results. Till date, more than 25000 students have been a part of this journey that has enhanced their skills and enlightened their career paths.

We offer a Career Accelerator Program(C.A.P.) which is an intensive 12 week online training program conducted by Premium Learnings to enable the professionals for the Premium-IT industry even if they are coming from a non-IT background.

For any Queries you can Contact us at:- https://premiumlearnings.newzenler.com/contact-form/

If you are interested in Salesforce and want to learn or upgrade your skills, you can join our Career Accelerator Program (C.A.P).

Click the link and join the course: https://www.premiumlearnings.com/cap/

[premiumteaching]

How to Get Started With Salesforce Notification Builder

Have you wished your communication within your organization was much easier? Want to receive notifications of only important updates? Do the updates you receive not require attention? Well Worry no more! Salesforce has the perfect solution for you called “Notification Builder” which was released Summer of 2019.

The builder enables admins to create customized in-app notifications for the targeted audience. You can define when the notification triggers, which users will be notified and what will be displayed in the notification. This can be done in very simple steps with salesforce.

How to create a Notification in a Salesforce Notification Builder;

1.       Step 1 - Create Notification Type: Go to Setup → Notification Builder → Notification Types. Create a new Notification type. You can choose the notification to support both Desktop and mobile.

2.       Step 2 - Create a Process and define entry object: Go to Setup → Process Builder and create a new process. You can define the entry event on a standard or custom object and choose when the process should lookup this object.

3.       Step 3 - Create a trigger condition: Next step is to define the trigger for notification. You can define a condition for field values on the object or when a formula evaluates to a certain value. Alternatively, you can simply have the notifications triggered on object creation/update without any criteria.

4.       Step 4 - Design the Notification: Now that we have defined the trigger point, it’s time to shoot. But before that, you must define what your notification would tell and more importantly who to send the notification to. To answer the latter point, select Add Actions | Action Type | Send Custom Notification.

Congratulations your customized notification is ready to use and can be further customized according to your requirements. These notifications, appear on desktop, mobile and anywhere else you program or set the settings to.

You can also create custom notifications to provide users with new information and reminders or replace a standard notification. Following are the modules that can be customized through the “Notification Builder”;

1.       Send Custom Notifications You can build a notification for a workflow built entirely with custom objects. You can replace a standard notification with a custom notification to include a message and recipients tailored to your needs.

2.       Notification Delivery Settings The delivery channels for custom types can be edited for supported Salesforce-provided apps and apps installed from a managed package.

3.       Consideration for Notification Builder Before you begin managing your desktop and mobile notifications, learn about the considerations specific to custom notifications and notification delivery settings.

 Founded in 2015, Premium Learning Systems have established a strong foothold in the domain of training with our phenomenal results. Till date, more than 25000 students have been a part of this journey that has enhanced their skills and enlightened their career paths.

We offer a Career Accelerator Program(C.A.P.) which is an intensive 12 week online training program conducted by Premium Learnings to enable the professionals for the Premium-IT industry even if they are coming from a non-IT background.

For any Queries you can Contact us at:-  https://premiumlearnings.newzenler.com/contact-form/

If you are interested in Salesforce and want to learn or upgrade your skills, you can join our Career Accelerator Program (C.A.P).

Click the link and join the course: https://www.premiumlearnings.com/cap/

[premiumteaching]

What is Salesforce Anywhere? How can it increase your productivity?

CRM platforms have evolved exponentially in recent time and are still improving to engage and include all platforms. While many CRM platforms require a dedicated time to resource to properly create and maintain a solution, in response Salesforce Anywhere has provided a solution to it. According to Salesforce, Anywhere can bring chat, alerts, comments and videos directly to a CRM software in a unified view.

If you are a representative or manager trying to ensure your team is working efficiently, Salesforce Anywhere is the right platform as it brings real-time data insights into workflows, sales, service and marketing. In layman terms Salesforce Anywhere has the ability to bring your CRM software to a remote platform powered through Salesforce Customer 360.

Let us look at how Salesforce Anywhere will help you optimize and improve your current work capability;

1.       AI-Prompted Actions While Anywhere makes your platform remote it also helps you deliver lightning quick responses with its AI generated response. Salesforce Anywhere a real-time alerts function which comes with a list of AI-suggestions for response based on the particular alert. Also the AI-Powered Einstein analytics tool helps you to build next-step strategies from any device, from anywhere.

2.       Real-time Data Collection & Easy Access Salesforce Anywhere collects and accumulates real-time data and presents it in an organization specific app or platform. The collection of data is carried out to help you surface data and pipeline updates in real-time. Also with the collection of real-time data helps to make better, faster and smarter decisions. The collection of data also stores all customer data, chat conversations, etc. and it can be used anytime anywhere.

3.       Personalized Alerts With real-time data collection and AI-prompted actions Salesforce Anywhere will help you speed your CRM tasks and sales processes with personalized alerts. Using this app, you can opt for real-time alerts on any device, anywhere & any-time. You can also set it up in a process where you only get notifications whenever a significant change occurs.

4.       Personalized Pitch In a similar case to the AI-prompted response, Salesforce Anywhere also gives you the ability to respond to customer queries or employee alerts in a personalized manner. With access to pertinent data and ability to personalize messages, you can send personalized pitch to prospective clients in-place of the default pitch.

 So with multiple software & applications that are and will be enabling a new level for your CRM it might be a calculated decision to incorporate and integrate salesforce anywhere in your system for an all-time and any-time response.

 Founded in 2015, Premium Learning Systems have established a strong foothold in the domain of training with our phenomenal results. Till date, more than 25000 students have been a part of this journey that has enhanced their skills and enlightened their career paths.

We offer a Career Accelerator Program(C.A.P.) which is an intensive 12 week online training program conducted by Premium Learnings to enable the professionals for the Premium-IT industry even if they are coming from a non-IT background.

For any Queries you can Contact us at:-  https://premiumlearnings.newzenler.com/contact-form/

If you are interested in Salesforce and want to learn or upgrade your skills, you can join our Career Accelerator Program (C.A.P).

Click the link and join the course: https://www.premiumlearnings.com/cap/