Custom Notifications in Lightning
Sometimes we come up with the scenario when we need to assign Tasks to multiple users or users from the Queue or Groups.
But this functionality is not available in Configuration, i.e. Point-and-Click, so achieve this we need to go for code (link).
Idea can be found at Link.
The Lightning experience has a solution :
The Lightning experience comes up with a functionality called - Custom Notifications under Setup --> Home.
Let us say, we have a requirement in an organization that Sales team (the team members might be a part of a public group or a queue) needs to be notified (through task, not possible without code, or using Custom Notifications in Lightning) whenever the Stage is Prospecting.
This can be achieved using Process Builder :
Sometimes we come up with the scenario when we need to assign Tasks to multiple users or users from the Queue or Groups.
But this functionality is not available in Configuration, i.e. Point-and-Click, so achieve this we need to go for code (link).
Idea can be found at Link.
The Lightning experience has a solution :
The Lightning experience comes up with a functionality called - Custom Notifications under Setup --> Home.
Let us say, we have a requirement in an organization that Sales team (the team members might be a part of a public group or a queue) needs to be notified (through task, not possible without code, or using Custom Notifications in Lightning) whenever the Stage is Prospecting.
This can be achieved using Process Builder :
Once "Send Custom Notification" is selected, give some value in the Action Name. The Notification Type populates the value of the Custom Notification created earlier on Setup -> Home page.
The Notification Type gives us the ability to assign the Custom Notification to a variety of User types, ranging from Owner, User to Group, Queue, Account Team, Opportunity Team.
