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Add a Mobile Action Group for Actionable Notifications

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Add a Mobile Action Group for Actionable Notifications

You can now add actions to custom notifications. These notifications appear on a user’s screen, depending on their settings, and can be used for a variety of actions, such as approving requests, following up on deals that might be at risk, or closing a case.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create and edit mobile action groups: Customize Application
To view Apex classes: View All Data
  1. From Setup, in the Quick Find box, enter Notification Builder, and then select Custom Notifications.
  2. Click on a custom notification.
  3. Click on the Mobile Action Groups tab and create a new mobile action group, giving it a unique API name.
  4. Click New Action to add up to three actions per mobile action group. For each action, add a name, API name, and select an action type.
Note
Note
  • You can create a mobile action group only if mobile is selected as a supported channel.
  • You can have a total of two mobile action groups per custom notification, and each group can have a maximum of three actions.
  • When sending a notification, you must specify which mobile action group to use. The action group configured here defines the available actions, but it won't appear in the notification unless you provide it in the send request.
Actionable notification on an Android device.
Actionable notification on an iOS device.
 
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