Loading
Salesforce now sends email only from verified domains. Read More
CRM Analytics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Enable CRM Analytics App Push Notifications

            You are here:

            1. Salesforce Help
            2. Docs
            3. CRM Analytics

            Enable CRM Analytics App Push Notifications

            Push notifications let your users know when their data conditions have been met. For example, push notifications let users know when a number goal was reached or when it dipped below a specified amount.

            Required Editions

            Available in Salesforce Classic and Lightning Experience.
            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.

            To enable full content for notifications, follow these steps:

            1. Install the latest Connected Apps package for CRM Analytics Mobile. For more information, see Connected App for CRM Analytics on Mobile.
              Note
              Note Even if you have a previous version of the Connected Apps package installed, you must install the latest version to get Push Notifications.
            2. From Setup, enter Connected Apps in the Quick Find box, then select Manage Connected Apps.
            3. Choose the Connected App you want to edit. If your org uses multiple Connected Apps, complete the steps for each one.
            4. If you’re authorized to do so for your company, select Display full content push notifications.
            5. Click Save.
              Note
              Note Advise users to enable push notifications by opening the device Settings, tapping Notifications, and allowing notifications for Analytics.

            These types of notifications can appear to CRM Analytics app users.

            • Push Notifications: Alerts that appear on a mobile device when a user has installed CRM Analytics and CRM Analytics for iOS but isn’t using it. These alerts can consist of text, icons, and sounds, depending on the device type. If an administrator enables push notifications for your organization, users can choose individually whether to receive push notifications on their devices.
            • In-app Notifications: Alerts that keep users aware of relevant activity while they’re using the CRM Analytics app. By tapping Image showing the mobile notification icon, a user can view the 20 most recent notifications received within the last 90 days.
            • Tracking Screen: Screen where you can see progress toward goals. When setting notifications on dashboard widgets, enable tracking to view charts on this screen.
            Note
            Note

            Notifications may include text about a certain metric and its current and threshold values. To ensure that sensitive information isn’t distributed through a third-party service without proper authorization, push notifications include minimal content unless you enable full content in push notifications.

            For example, suppose an in-app notification reads: “‘Quota Remaining’ met conditions: Amount is 265K and is greater than 250K” By default, the equivalent push notification would be “Notification conditions met.” However, if you enabled full content in push notifications, this push notification would include the same (full) content as the in-app notification.

             
            Loading
            Salesforce Help | Article