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Extend Salesforce with Clicks, Not Code
Create a Desktop or Mobile Notification

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Create a Desktop or Mobile Notification

Define the custom notification’s details.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To view notification types: View Setup and Configuration
To create and edit notification types: Customize Application
  1. From Setup, in the Quick Find box, enter Notification Builder, and then select Custom Notifications.
  2. Click New, and then select Salesforce Desktop or Mobile.
  3. Add your Custom Notification Name and API Name, and notification channels.
    Channel Description
    Desktop Sends a notification to the desktop notification tray.
    Mobile Sends an in-app and push notification to enabled supported apps.
    Note
    Note
    • Mobile in-app notifications require the Enable in-app notifications setting. Mobile push notifications depend on a user’s device-level and, if available, app-level push notification settings. Push notifications for the Salesforce mobile app require the Enable push notifications setting
    • If you created a custom notification type with a mobile delivery channel before Winter ’20, your notification is automatically delivered to the Salesforce mobile app. If you create a custom notification type with a mobile delivery channel in Winter ’20 or later, you must manually enable the Salesforce mobile app and any other supported apps in Notification Delivery Settings.
    .
  4. Add a mobile action group if you want to create notifications that include embedded actions. For example, you can create a notification that allows users to approve requests directly from their lock screen.
  5. Save your notification type.
  6. If you enable the mobile channel, you must enable the supported apps for your notification type.
    1. From Setup, in the Quick Find box, enter Notification Builder, and then select Notification Delivery Settings.
    2. Select your custom notification type, and select Edit from the dropdown menu.
    3. Select the supported applications for your notification type, and save.
 
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