Create User Notifications
Create notifications to communicate important information to your reps. For example, topics to discuss during the next team meeting.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled. |
| User Permissions Needed | |
|---|---|
| To create user notifications: | CGCloud Supervisor OR CGCloud Retail Supervisor User AND CGCloud Retail User |
- From the App Launcher, find and select Tasks, and then click New Task.
- Select the User Notification record type, and then click Next.
-
Provide these details.
Field Description Task Information Task Record Type Record type of a task. Subject Subject of a user notification. The options are:
- Call
- Send Letter
- Send Quote
- Other
You can also enter text.
Name Name of a contact for whom the notification is applicable. The options are:
- Contacts
- Leads
Assigned To Individual to whom a task is assigned. By default, a task is assigned to the individual who creates it. Status Status of a task. The options are:
- Not Started
- In Progress
- Completed
- Waiting for someone else
- Deferred
Priority Priority of a task. The options are:
- High
- Normal
- Low
Due Date Date by when a task must be completed. Related To Object to which a task is associated. This attribute is used only with the Consumer Goods Visit Execution app.
To update this field, select an object, and then select a record. For example, select the Assets object, and then select the Refrigerator record.
Description Information Comments User comments. - Save your changes.
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