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Create User Notifications

Create notifications to communicate important information to your reps. For example, topics to discuss during the next team meeting.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.
User Permissions Needed
To create user notifications:

CGCloud Supervisor

OR

CGCloud Retail Supervisor User AND CGCloud Retail User
  1. From the App Launcher, find and select Tasks, and then click New Task.
  2. Select the User Notification record type, and then click Next.
  3. Provide these details.
    Field Description
    Task Information
    Task Record Type Record type of a task.
    Subject

    Subject of a user notification. The options are:

    • Call
    • Email
    • Send Letter
    • Send Quote
    • Other

    You can also enter text.
    Name

    Name of a contact for whom the notification is applicable. The options are:

    • Contacts
    • Leads
    Assigned To Individual to whom a task is assigned. By default, a task is assigned to the individual who creates it.
    Status

    Status of a task. The options are:

    • Not Started
    • In Progress
    • Completed
    • Waiting for someone else
    • Deferred
    Priority

    Priority of a task. The options are:

    • High
    • Normal
    • Low
    Due Date Date by when a task must be completed.
    Related To

    Object to which a task is associated. This attribute is used only with the Consumer Goods Visit Execution app.

    To update this field, select an object, and then select a record. For example, select the Assets object, and then select the Refrigerator record.
    Description Information
    Comments User comments.
  4. Save your changes.