Enable notifications from ValueText Setup

This option needs ValueText package version 1.298 or later. If you are on an older version, install the latest package first.

Open the ValueText Setup tab. In step 1, check Enable salesforce custom notifications.

Build the trigger flow (older packages)

If your package predates 1.298, set up mobile notifications with a Flow instead.

1. Open Setup. In Salesforce, click Setup from the gear icon in the top right.

   

2. Create a new flow. Search for Flows in Quick Find, open Flows under Process Automation, then click New Flow.

   

3. Choose the flow type. A popup opens to choose the flow type. Select Record-Triggered Flow and click Create.

   

4. Configure the trigger. Choose an object and set the entry conditions:
   • Object: Message Bucket.
   • Trigger the flow when: A record is created.
   • Entry conditions: Type equal to "Inbound", Related User not equal to null.

   Click Done.

   

5. Create a resource variable. Add a new resource with the data type set to a collection, so it can hold the record's related user.

   

6. Assign the related user. Add an Assignment element that adds the record's related user to the resource variable.

   

Send a custom notification from the flow

Add an Action element and choose the custom notifications action. If you don't already have a custom notification type to send, see Salesforce's Create Custom Notification in Salesforce article first.

Create the custom notification type

Create a new notification in Salesforce.

Click New, create a Custom Notification Type (for example, "Incoming message notification"), then click Save.

Find the notification type Id

Open the Developer Console and run this query:

SELECT id, MasterLabel FROM CustomNotificationType WHERE MasterLabel = 'Incoming message notification'

If you changed the name in the step above, or already had a custom notification type created, use that name in the query instead. Copy the returned Id.

Set the flow action's input values

Set the following input values on the flow action:

• Custom Notification Type ID: paste the Id you copied (for example, 0ML0I000000GmaiWAC).
• Notification Body: choose a message field from the record (for example, {!$Record.rsplus__Message__c}).
• Notification Title: choose rsplus__Reated_To_Name_Formula__c from the record.
• Recipient IDs: choose the resource variable you created.
• Target ID: use the record Id.

The finished flow

Custom notification limits

• You can create up to 500 custom notification types.
• Each notification can have up to 10,000 recipients. To reach more users, add another action to the same flow (or the same process in Process Builder).
• Your org keeps the most recent 1 million custom notifications for view in notification trays. It can hold up to 1.2 million before it trims down to the most recent 1 million.
• An org can execute up to 10,000 notification actions per hour. Once you exceed that limit, no more notifications send until the next hour, and the excess is lost. For example, if 10,250 notification actions trigger between 4:00 and 5:00, Salesforce sends the first 10,000 and drops the remaining 250. Notifications resume at 5:01.
• Custom notification title and body fields support plain text only.

Reference: Salesforce's Custom Notification Considerations.