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As one of the simpler but nonetheless powerful additions to Salesforce as of the Summer ‘19 release is the ability to create, automate and send Custom Notifications to different users, at different times.

Best Practices for Salesforce

Previously, you could send only standard notifications for use cases predefined by Salesforce. However, Notification Builder puts you in control of who needs to know what and when. Admins can now setup custom notifications to go out for just about anything, from either standard or custom objects. Some examples include: sending a notification to the Sales Management Team when a new deal is closed or sending a notification to support when a high priority case is received.

All of this is done quickly and easily, directly in the Salesforce Process Builder. All you have to do now, is create an Action, and select action type of Send Custom Notification and define your message. Simple as that!

Click here for more details


-Ryan and the CloudMyBiz Team


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