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Configure Push Notifications for a Salesforce Console in Salesforce Classic
Administrators can set up push notifications in a console so that users can see when a record they’re working on has been changed by others.
Required Editions
| User Permissions Needed | |
|---|---|
| To configure push notifications: | Customize Application |
Push notifications are visual indicators on lists and detail pages in a console that show when a record or field has changed during a user’s session. For example, if two support agents are working on the same case, and one agent changes the Priority, a push notification appears to the other agent so he or she spots the change and doesn’t duplicate the effort.
Choose when push notifications appear and which objects and fields trigger them:
- From Setup, enter Apps in the Quick Find box, then select Apps.
- Select a console app, and click Edit.
-
In Choose How Lists Refresh, select when push notifications
appear.
Note If you don’t see this option, enable Streaming API in your org.Option Description None Lists don’t refresh and push notifications don’t appear. Refresh List The entire list refreshes when there are any changes to it. Records are added or removed from the list based on the list’s criteria, but new records added to queues only refresh the record owner’s list. Refresh List Rows Rows in the list refresh when there are any changes to fields selected for push notifications. -
In Choose How Detail Pages Refresh, select when push notifications
appear.
Option Description Do Not Refresh Detail pages don’t refresh and push notifications don’t appear. Automatically Refresh The detail page automatically refreshes when a record is changed. Flag A message appears on the detail page when a record is changed. - Click Select objects and fields for notifications, and select Edit. The push notification settings you choose here apply to all your console apps.
- Select the objects that you want to trigger push notifications. For example, if you want any changes to cases or case fields to trigger push notifications, move Cases from Available Items to Selected Items.
- Under Fields, click Edit and choose the fields you want to trigger push notifications.
- Click OK, then select Save.
- Grant push notification users at least the “Read” permission on the Push Topics standard object.
Important When the Require HttpOnly attribute is turned on for
session security, push notifications don’t appear.
- These objects and their fields are available for push notifications: accounts, contacts, cases, leads, opportunities, campaigns, tasks, and custom objects.
- Push notifications aren't available in the console in Professional Edition.
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