Add the Send Custom Notification action to a process, then add recipients and content.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To view notification types: | View Setup and Configuration |
| To create and edit notification types: | Customize Application |
| To create, edit, or view processes: |
Manage Flow AND View All Data |
- Before you begin, make sure that the custom notification type that you want to call from your process exists. If not, create the notification type.
- Before you can add an action to your process, you must define the process properties, configure the process trigger, and add process criteria. If you’re new to creating processes, learn more in Process Builder help.
After you create an action and select Send Custom Notification for the type, fill in the relevant fields to add the action to your process.
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Enter an easily recognizable name for this action.
The name appears on the canvas and helps you differentiate this action from others in your process. The name truncates to fit on the canvas.
- Select a notification type.
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Select a recipient category, and designate or find a recipient ID.
- Current User — The user who initiated the record change, platform event, or process that triggered the process. This option is useful for confirmation notifications, such as a successful submission of a form.
- Find User — The user who receives the notification each time this action is executed.
- User Field from a Record — A user referenced via UserId on the record that initiated the process or on a related record.
- Find Group — All users in the group that receives the notification each time this action is executed.
- Find Queue — All users in the queue that receives the notification each time this action is executed.
- Account Field from a Record — All users on the account team for an account referenced via AccountId on the record that initiated the process or on a related record. This option is available if you enabled account teams.
- Opportunity Field from a Record — All users on the opportunity team for an opportunity referenced via OpportunityId on the record that initiated the process or a related record. This option is available if you enabled team selling.
- Owner Field from a Record — An owner or queue referenced via OwnerId on the record that initiated the process or a related record. With this option, you can send a notification to all record owners, regardless of whether the owner is an individual owner or a queue.
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Write a helpful notification title and body using text and merge fields.
Note The content of custom push notifications depends on the Display full content push notifications setting. If full content push notifications aren’t enabled, only the notification title is sent. - Save the action.