On this weblog, we are going to learn to use customized notification varieties to ship push notifications to the Area Service Cell App with the assistance of a record-triggered movement.
Push notifications within the Area Service Cell App will alert your cell workforce to approaching appointments, scheduling adjustments, or different occasions.
Prerequisite – Set up the related app within the org together with the Area Service Lightning managed package deal.
Why Use Area Service Cell App?
The Area Service cell app for Android and iOS affords a complete software for right now’s cell workforce.
Constructed with an offline-first method, it lets you work and save adjustments even with out web entry. You can even customise the app to fulfill your particular enterprise necessities.
What’s Push Notification?
A push notification sends a message to a consumer’s machine, corresponding to a smartphone, pill, or laptop, even when the app isn’t in use.
These notifications seem as alerts, banners, or pop-ups and ship necessary updates, reminders, affords, or different data to interact customers.
Companies and apps use push notifications to offer real-time alerts, like upcoming appointments or adjustments, enhancing consumer engagement and communication.
What’s Customized Notification Kind?
Customized notification varieties outline the textual content your customers see once they get a notification of that kind. In addition they create customized motion parts within the Circulation Builder to ship the precise notifications.
The way to Create a Customized Notification Kind?
- From Setup, within the Fast Discover field, enter “Customized Notifications“, after which choose “Customized Notifications“.
- Within the Customized Notification Identify enter any identify of your alternative
- Within the Supported channels choose Cell.
Notification Supply Settings
Notification Supply Settings enables you to management the place your notifications seem and which apps ship them. You may choose the supply channels or cell apps.
For Customized Notifications, you’ll be able to modify the supply channels for each Salesforce-provided apps and people put in from managed packages.
Nevertheless, for traditional notifications, you’ll be able to solely alter the supply channels for Salesforce-provided apps.
Configure Notification Supply Settings
- From Setup, enter “Notification Builder” within the Fast Discover field, then choose “Notification Supply Settings”.
- Select the notification kind you created within the earlier step, and click on “Edit” from the dropdown menu.
The Notification Supply Settings web page shows solely the notification varieties obtainable in your org. - Within the supported channels choose Cell and within the Cell Apps choose Salesforce Area Service for iOS and Salesforce Area Service for Android and click on Save.
What does a Document-Triggered Circulation do?
A record-triggered movement in Salesforce enables you to automate actions seamlessly behind the scenes everytime you create, replace, or delete a report, eliminating the necessity for consumer interplay.
Just like workflow guidelines and processes, these flows activate if you create or replace a report, streamlining your Salesforce automation efforts.
Create a Document Triggered Circulation
Take into account a state of affairs the place you ship a customized push notification to the assigned useful resource when the Service Appointment Standing is marked as “Accomplished.”
Set the Begin situations as follows
- Choose Object: Service Appointment
- Set off the movement when: Document is up to date
- Set Entry Situation: All situations are met(AND), Standing equals “Accomplished”
- When to Run the Circulation for Up to date Information: Solely when a report is up to date to fulfill the situation necessities.
- Optimize the movement for: Actions and associated report
Create the next assortment variable
- ResourceUserIds – for storing the Consumer report ID of the Assigned Service Useful resource information.
Create the next constants
- CustomNotificationName – To retailer the API identify of the Customized Notification Kind.
- NotificationTitle – To retailer the title for the push notification.
- NotificatonBody – To retailer the physique of the push notification.
Add a “Get Information” ingredient after the Begin ingredient to retrieve all Assigned Useful resource information for the triggering Service Appointment.
- Get Information of This Object: Assigned Useful resource.
- Filter Assigned Useful resource Information: All Circumstances Are Met (AND), ServiceAppointmentId Equals Triggering Service Appointment’s report ID.
- Kind Assigned Useful resource Information: Not Sorted
- How Many Information to Retailer: All Information
- The way to Retailer Document Information: Routinely Retailer All Fields
Add a “Get Information” ingredient after retrieving the Assigned Useful resource report to fetch the Customized Notification Kind report.
- Get Information of This Object: Customized Notification Kind
- Filter Customized Notification Kind Information: All Circumstances Are Met (AND), DeveloperName Equals CustomNotificationName.
- Kind Assigned Useful resource Information: Not Sorted
- How Many Information to Retailer: Solely the First Document
- The way to Retailer Document Information: Routinely Retailer All Fields
After the “Get Customized Notification Kind” ingredient add a Loop ingredient to iterate the Assigned Useful resource Information.
- Choose Assortment Variable: Get Assigned Useful resource
- Specify Route for Iterating Over Assortment: First merchandise to final merchandise.
Contained in the Loop add a Choice ingredient to examine the Consumer ID of the Assigned Useful resource.
- We add this examine as a result of when a Service Appointment is assigned to a crew, no Consumer is related to the Crew Useful resource, leaving the Consumer ID null.
- Label: Verify Consumer Id
- API Identify: Check_User_Id
- Outcomes: “Current” denotes that the Consumer ID is current
- Situation Necessities to Execute Final result: All Circumstances Are Met (AND)
- Situation: {!Loop_Assigned_Resource.ServiceResource.RelatedRecordId} Is Null False
- When to Execute Final result: If the situation necessities are met
Add an task ingredient within the “Current” department of the choice ingredient so as to add the Consumer IDs of the Assigned Assets to the ResourceUserIds assortment variable.
Add an motion ingredient after the Loop ends of kind Ship Customized Notification and Set Enter Values for the Chosen Motion
- Customized Notification Kind ID: The report ID of the Customized Notification Kind retrieved above.
- Notification Physique: NotificationBody fixed.
- Notification Title: NotificationTitle fixed.
- Recipient IDs: ResourceUserIds assortment variable.
- Goal ID: Triggering Service Appointment ID.
Save and Activate the Circulation
When the Service Appointment Standing adjustments to “Accomplished,” customers will obtain the next kind of notification on the Area Service Cell App.
Conclusion
The Area Service Cell App is a strong software designed for discipline technicians to effectively handle duties on the go.
It affords customizable options that combine seamlessly with Salesforce Area Service, enabling companies to streamline operations and improve buyer satisfaction.
Moreover, Customized Push Notifications maintain cell staff knowledgeable about key occasions in real-time, based mostly on particular enterprise wants.
For any queries concerning Area Service Lightning or customized options, contact our skilled Salesforce Consultants at [email protected] or through Stay Chat.
Our workforce is on the market year-round to offer personalized options tailor-made to your online business wants.
On this weblog, we are going to learn to use customized notification varieties to ship push notifications to the Area Service Cell App with the assistance of a record-triggered movement.
Push notifications within the Area Service Cell App will alert your cell workforce to approaching appointments, scheduling adjustments, or different occasions.
Prerequisite – Set up the related app within the org together with the Area Service Lightning managed package deal.
Why Use Area Service Cell App?
The Area Service cell app for Android and iOS affords a complete software for right now’s cell workforce.
Constructed with an offline-first method, it lets you work and save adjustments even with out web entry. You can even customise the app to fulfill your particular enterprise necessities.
What’s Push Notification?
A push notification sends a message to a consumer’s machine, corresponding to a smartphone, pill, or laptop, even when the app isn’t in use.
These notifications seem as alerts, banners, or pop-ups and ship necessary updates, reminders, affords, or different data to interact customers.
Companies and apps use push notifications to offer real-time alerts, like upcoming appointments or adjustments, enhancing consumer engagement and communication.
What’s Customized Notification Kind?
Customized notification varieties outline the textual content your customers see once they get a notification of that kind. In addition they create customized motion parts within the Circulation Builder to ship the precise notifications.
The way to Create a Customized Notification Kind?
- From Setup, within the Fast Discover field, enter “Customized Notifications“, after which choose “Customized Notifications“.
- Within the Customized Notification Identify enter any identify of your alternative
- Within the Supported channels choose Cell.
Notification Supply Settings
Notification Supply Settings enables you to management the place your notifications seem and which apps ship them. You may choose the supply channels or cell apps.
For Customized Notifications, you’ll be able to modify the supply channels for each Salesforce-provided apps and people put in from managed packages.
Nevertheless, for traditional notifications, you’ll be able to solely alter the supply channels for Salesforce-provided apps.
Configure Notification Supply Settings
- From Setup, enter “Notification Builder” within the Fast Discover field, then choose “Notification Supply Settings”.
- Select the notification kind you created within the earlier step, and click on “Edit” from the dropdown menu.
The Notification Supply Settings web page shows solely the notification varieties obtainable in your org. - Within the supported channels choose Cell and within the Cell Apps choose Salesforce Area Service for iOS and Salesforce Area Service for Android and click on Save.
What does a Document-Triggered Circulation do?
A record-triggered movement in Salesforce enables you to automate actions seamlessly behind the scenes everytime you create, replace, or delete a report, eliminating the necessity for consumer interplay.
Just like workflow guidelines and processes, these flows activate if you create or replace a report, streamlining your Salesforce automation efforts.
Create a Document Triggered Circulation
Take into account a state of affairs the place you ship a customized push notification to the assigned useful resource when the Service Appointment Standing is marked as “Accomplished.”
Set the Begin situations as follows
- Choose Object: Service Appointment
- Set off the movement when: Document is up to date
- Set Entry Situation: All situations are met(AND), Standing equals “Accomplished”
- When to Run the Circulation for Up to date Information: Solely when a report is up to date to fulfill the situation necessities.
- Optimize the movement for: Actions and associated report
Create the next assortment variable
- ResourceUserIds – for storing the Consumer report ID of the Assigned Service Useful resource information.
Create the next constants
- CustomNotificationName – To retailer the API identify of the Customized Notification Kind.
- NotificationTitle – To retailer the title for the push notification.
- NotificatonBody – To retailer the physique of the push notification.
Add a “Get Information” ingredient after the Begin ingredient to retrieve all Assigned Useful resource information for the triggering Service Appointment.
- Get Information of This Object: Assigned Useful resource.
- Filter Assigned Useful resource Information: All Circumstances Are Met (AND), ServiceAppointmentId Equals Triggering Service Appointment’s report ID.
- Kind Assigned Useful resource Information: Not Sorted
- How Many Information to Retailer: All Information
- The way to Retailer Document Information: Routinely Retailer All Fields
Add a “Get Information” ingredient after retrieving the Assigned Useful resource report to fetch the Customized Notification Kind report.
- Get Information of This Object: Customized Notification Kind
- Filter Customized Notification Kind Information: All Circumstances Are Met (AND), DeveloperName Equals CustomNotificationName.
- Kind Assigned Useful resource Information: Not Sorted
- How Many Information to Retailer: Solely the First Document
- The way to Retailer Document Information: Routinely Retailer All Fields
After the “Get Customized Notification Kind” ingredient add a Loop ingredient to iterate the Assigned Useful resource Information.
- Choose Assortment Variable: Get Assigned Useful resource
- Specify Route for Iterating Over Assortment: First merchandise to final merchandise.
Contained in the Loop add a Choice ingredient to examine the Consumer ID of the Assigned Useful resource.
- We add this examine as a result of when a Service Appointment is assigned to a crew, no Consumer is related to the Crew Useful resource, leaving the Consumer ID null.
- Label: Verify Consumer Id
- API Identify: Check_User_Id
- Outcomes: “Current” denotes that the Consumer ID is current
- Situation Necessities to Execute Final result: All Circumstances Are Met (AND)
- Situation: {!Loop_Assigned_Resource.ServiceResource.RelatedRecordId} Is Null False
- When to Execute Final result: If the situation necessities are met
Add an task ingredient within the “Current” department of the choice ingredient so as to add the Consumer IDs of the Assigned Assets to the ResourceUserIds assortment variable.
Add an motion ingredient after the Loop ends of kind Ship Customized Notification and Set Enter Values for the Chosen Motion
- Customized Notification Kind ID: The report ID of the Customized Notification Kind retrieved above.
- Notification Physique: NotificationBody fixed.
- Notification Title: NotificationTitle fixed.
- Recipient IDs: ResourceUserIds assortment variable.
- Goal ID: Triggering Service Appointment ID.
Save and Activate the Circulation
When the Service Appointment Standing adjustments to “Accomplished,” customers will obtain the next kind of notification on the Area Service Cell App.
Conclusion
The Area Service Cell App is a strong software designed for discipline technicians to effectively handle duties on the go.
It affords customizable options that combine seamlessly with Salesforce Area Service, enabling companies to streamline operations and improve buyer satisfaction.
Moreover, Customized Push Notifications maintain cell staff knowledgeable about key occasions in real-time, based mostly on particular enterprise wants.
For any queries concerning Area Service Lightning or customized options, contact our skilled Salesforce Consultants at [email protected] or through Stay Chat.
Our workforce is on the market year-round to offer personalized options tailor-made to your online business wants.
