Record Trigger Flow to send a custom Notification - After Save Update Flow

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In this video, I'm explaining How to send custom Notification from #Salesforce Flow.
I used Record Trigger Flow i.e After Save update to send custom Notification from flow when an Opportunity Stage is changed from Prospecting to Negotiation/Review and the amount should be 1000
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Timestamps:
00:00 - Introduction
00:30 - Scenario Explanation
00:00 - Record Trigger Flow
00:00 - Testing
Tags:
#salesforce
#salesforceflow
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#flow
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Опубликовано:

14 окт 2024

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Комментарии : 39

@Monica-yp6yc 3 года назад

love your bite-sized videos! learning flow now and they have been really helpful, thank you

@salesforcegeek 3 года назад

😊 thank you

@Cyrus_Michael 2 года назад

Thanks a lot for this great video. I really enjoyed and it helped me at my job

@salesforcegeek 2 года назад

Glad it helped!

@aamirarshad7879 2 года назад

Hi Shubham, Thanks you for sharing such a good stuffs of videos, can you please help me with one doubt please, how can I send the notification to public Group user Thank you

@remo6256 Год назад

Hi Shubham, How to send the notification to specific User "XYZ" only! I am unable to get that USer "XYZ" Id in assignment

@suvarnahawalppagol4720 2 года назад

Hi Shubham, Thanks you for sharing such a good stuffs of videos, can you please help me with one doubt please, how can I show custom message instead of custom notification in this flow. can you please explain. I need to show custom message after updating the record of some fields. Awaiting for your positive response. thank you.😊

@salesforcegeek 2 года назад

Hey Suvarna actually you can’t show a custom message from Record Triggered Flows.

@ammuadhi6906 Год назад

Hi, Is there a way to dismiss these notifications by the user itself and removed from notification tray

@IBstah 2 года назад

Hi if I want to send it to a different user do I still need to select 'user id' as opposed to record owner? thanks

@sayanroychowdhury3325 Год назад

In the custom notification type action, for the notification title and notification body, custom label is not working. Any suggestion plz.

@amrtyu1110 2 года назад

Hi Shubham, I'm working on clone quote line. Case: when I clone bundle product quote line it should clone it's child products quote line automatically using flow

@sudeshnamukherjeeee Год назад

Hey Subham I need your help in creating a flow

@salesforcegeek Год назад

Yes pls

@hiimalidalvi4491 2 года назад

I'm trying to figure out how to setup send notification using the FLOW and I know how to configure but I have read and seen lots of all video/sites talks about sending to the owner of the record, but what I want to do is to: how can you send notification to number of users how to leverage groups, say if I create a group and I can add few users to the group but I have not found any resources that talks about the above two criteria. I have seen the in Process Builder you have options to choose the group and you define the group name but why can not have the similar in Flow ? unless I'm not looking at the right place. Any help?

@salesforcegeek 2 года назад

Hi Himali! thank you for pointing this out I will create a video soon :)

@elderwoodstudio 2 года назад

Hello and Happy Salesforce coding! I'm getting this error: "You can't send a custom notification without a navigation target. Specify either a Target ID or Target Page Reference on the Send Custom Notification action." Any help here please? Thank you very much

@salesforcegeek 2 года назад

Check this out - help.salesforce.com/s/articleView?language=en_US&r=https%3A%2F%2Fwww.google.com%2F&id=sf.flow_ref_elements_actions_sendcustomnotification.htm&type=5

@cloudrizon8098 2 года назад

Can we send Custom notification to Queue instead of individual user ?

@salesforcegeek 2 года назад

It doesn't make any sense because queue is not any person you can send to the queue members by fetching all the members existing in the queue.

@venkatpandi2420 3 года назад

Tq for making flow playlist

@salesforcegeek 3 года назад

;)

@fit.shubhh 3 года назад

Good work brother.👍👍

@salesforcegeek 3 года назад

Thank you :)

@СергейДворак-н9ю Год назад

Thanks man

@salesforcegeek Год назад

You're welcome!

@DhirajKiranbel 3 года назад

Hi Shubham, Thank you so much for your efforts for releasing new videos frequently. Would be of great help if you would make a session on flows where all multiple logic are happening on the same flow, for an instance: 1. Once the account record is created and custom field 'enable contact relationship' is checked, then a child record Account Contact Relationship needs to be created and associated with the account. 2. The next logic will be , if the Account record is created by 'Sales User Profile' and status is set to Approved/Rejected, then an email alert should be triggered to the Account Owner. 3. If the Account Record Id = 'xxxxxx' and status = 'Submitted', invoke approval process from the flow. Would be great if you would consider & demonstrate this requirement in your upcoming video. Thanks again!

@salesforcegeek 3 года назад

Thank you Dhiraj for the Scenarios will implement the soon.

@aamirarshad6584 2 года назад

Aamir Arshad 0 seconds ago Hi Shubham, Thanks you for sharing such a good stuffs of videos, can you please help me with one doubt please, how can I send the notification to public Group user Thank you

@salesforcegeek 2 года назад

I will create a video forsure

@thatplantmaniac1994 3 года назад

Hi Shubham, I want to send a notification after a particular date field is updated in salesforce. The notification should trigger 15 days, 10 days and 5 days before the date updated. What is happening is if i set a date 5 days from today, i get 3 notifications for 5, 10 and 15 days. I want only 1 notification. Any fix for this?

@salesforcegeek 3 года назад

Please share your flow to shubhambhardwajsf@gmail.com