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          Predefined Notifications for IT Services

          Predefined Notifications for IT Services

          Use predefined notifications to establish your notification strategy. You can either clone the predefined notifications or create your own to meet your business needs.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

          Where Predefined Notifications Are Available

          Predefined notifications are available for these process areas:

          • Incident Management
          • Problem Management
          • Change Management
          • Release Management
          • Case Management
          • Compliance Management
          • Risk Management
          • Service Request Management
          • Work Order Management

          What Each Predefined Notification Includes

          • Functional use case
          • Notification name
          • Description
          • Event Type (Create, Update)
          • Conditions
          • Delivery channel (Email, In-app, Slack, Microsoft Teams)
          • Recipients
          • Title or subject
          • Notification content

          Examples

          Notification templates are provided across Email, In-app, Slack, and Microsoft Teams for common IT scenarios, such as when:

          • A major incident is proposed, approved, assigned, or closed.
          • An incident is created for an employee, assigned to a user, changes priority, or is closed.
          • A change request is assigned, converted to an emergency change, or closed.
          • A release is assigned or closed.
          • A case is created, updated, or closed.
           
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