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Create a Custom Notification Flow for Next Best Action
Create a trigger in Process Builder to receive direct notifications about errors occurring in your strategies. Launch a flow to send error information to your desired targets.
Required Editions
| View supported editions for Next Best Action. |
| User Permissions Needed | |
|---|---|
| To create or manage action strategies: | Modify All Data OR Manage Next Best Action Strategies |
| To run an action strategy: | Run Flows OR Flow User field enabled on the user detail page |
| To open, edit, or create a flow in Flow Builder: | Manage Flow |
| To create, edit, or view processes in Process Builder: | Manage Flow AND View All Data |
A custom notification flow allows you to choose how you want to be informed when errors happen during Next Best Action strategy executions. It consists of two parts. First, a process created in Process Builder that subscribes to the Platform Status Alert Event, which is generated when the error occurs. Second, a notification flow that passes the information to your intended destination. Add input variables to your flow to receive the expected variables.
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In Flow Builder, create a flow. You can direct your notifications to different places,
including Chatter posts, SMS text
messages, and emails. Make sure to define input variables for payload event fields that
you want to use in your notifications. Input variables are flow variable resources, type text,
with Available for Inputs checked.
Note A simple way to create your notification is to create a flow with the Send Email core action. From there, manually add the email address where you want the notification sent. - In Process Builder, create a process and for The process starts when select A platform event occurs.
- Add a trigger. Under Platform Event select Platform Status Alert Event.
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Select an object that allows you to define matching conditions that produce a single
result.
Note For example, you could choose the User object and set User ID equal to the Created By ID in the event payload.
- Add other criteria.
- Add an immediate action and select Flows.
- Name your action and select the flow you created in step one.
- Add mappings to connect data from the payload of your event to flow inputs.
- Save and activate your process.
