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Salesforce Mobile App Notification Types
Keep users up to speed on important events in Salesforce and engaged with their workflow with notifications.
Required Editions
| Setup for the Salesforce mobile app available in: both Salesforce Classic and Lightning Experience |
| Setup available in Salesforce Classic in: all editions except Database.com |
| Setup available in Lightning Experience in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To view notifications settings: | View Setup and Configuration |
| To modify notifications settings: | Customize Application |
Notification Types
You can choose to send these types of notifications to Salesforce mobile app users.
-
In-app notification—Keep users aware of relevant activity
while they’re using the Salesforce mobile app. The user taps
to view
the 20 most recent notifications received within the past 30 days.
If Digital Experiences is enabled for your org, users see notifications from all the Experience Builder sites that they’re members of. To help users identify which site a notification came from, the site name is listed after the time-stamp.
-
Push notification—An alert appears on the user’s mobile
device when a user has installed the Salesforce mobile app for Android or iOS. These
alerts can consist of text, icons, and sounds, depending on the device type. If you
enable push notifications for your org, users can choose whether to receive push
notifications on their device.
Note To enable push notifications, you must also enable in-app notifications.The content of mobile push notifications can be displayed outside of the Salesforce mobile app, such as on a mobile device’s lock screen. Full content push notifications are enabled by default for the Salesforce mobile app, but you can choose to display minimal content instead.
Standard and Custom Notifications
You can send both standard notifications and custom notifications.
- Standard notifications—Available for use cases predefined by Salesforce, like reminding a user of an upcoming deadline or notifying a user when someone mentions them on Chatter.
- Custom notifications—Tailored to your own use cases. For example, you can alert an account owner if a new support case is logged while trying to close a deal. Or you can send a notification for a unique workflow built entirely with custom objects. Create and send custom notifications from Notification Builder in Setup.
The behavior of standard and custom notification types depends on the delivery settings for each type. You can manage the delivery settings for your org’s notification types from Notification Delivery Settings in Setup.
For a notification type to be delivered to the Salesforce mobile app, you must enable the mobile channel and the desired versions of the Salesforce mobile app. For most standard notification types, the mobile channel and the Salesforce mobile app are enabled by default. However, not all standard notification types are available for the Salesforce mobile app.
- Enable Salesforce Mobile App Notifications
Allow all users in your organization to receive in-app and push notifications. - Disable Full Content Push Notifications
The content of mobile push notifications can be displayed outside of the Salesforce mobile app, such as on a mobile device’s lock screen. Full content push notifications are enabled by default for the Salesforce mobile app, but you can choose to display minimal content instead. - Considerations for Salesforce Mobile App Notifications
Before you begin sending notifications, learn about the considerations specific to in-app and push notifications.
