{"id":462868,"date":"2024-09-25T12:07:01","date_gmt":"2024-09-25T12:07:01","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=462868"},"modified":"2024-09-25T12:24:19","modified_gmt":"2024-09-25T12:24:19","slug":"how-to-send-custom-push-notifications-to-the-field-service-mobile-app","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/how-to-send-custom-push-notifications-to-the-field-service-mobile-app\/","title":{"rendered":"How to Send Custom Push Notifications to the Salesforce Field Service Mobile App."},"content":{"rendered":"\n

In this blog, we will learn how to use custom notification types to send push notifications to the Field Service Mobile App<\/strong> with the help of a record-triggered flow.<\/p>\n\n\n\n

Push notifications in the Field Service Mobile App will alert your mobile workforce to upcoming appointments, scheduling changes, or other events.<\/p>\n\n\n\n

Prerequisite – Install the connected app<\/a> in the org along with the Field Service Lightning managed package.<\/p>\n\n\n\n

Why Use Field Service Mobile App?<\/h2>\n\n\n\n

The Field Service mobile app for Android and iOS offers a comprehensive tool for today\u2019s mobile workforce. <\/p>\n\n\n\n

Built with an offline-first approach, it allows you to work and save changes even without internet access. You can also customize the app to meet your specific business requirements.<\/p>\n\n\n\n

What is Push Notification?<\/h2>\n\n\n\n

A push notification sends a message to a user’s device, such as a smartphone, tablet, or computer, even when the app is not in use. <\/p>\n\n\n\n

These notifications appear as alerts, banners, or pop-ups and deliver important updates, reminders, offers, or other information to engage users. <\/p>\n\n\n\n

Businesses and apps use push notifications to provide real-time alerts, like upcoming appointments or changes, enhancing user engagement and communication.<\/p>\n\n\n\n

What is Custom Notification Type?<\/h2>\n\n\n\n

Custom notification types define the text your users see when they get a notification of that type. They also create custom action elements in the Flow Builder to send the right notifications.<\/p>\n\n\n\n

How to Create a Custom Notification Type?<\/h2>\n\n\n\n
    \n
  1. From Setup, in the Quick Find box, enter “Custom Notifications<\/strong>“, and then select “Custom Notifications<\/strong>“.<\/li>\n\n\n\n
  2. In the Custom Notification Name enter any name of your choice<\/li>\n\n\n\n
  3. In the Supported channels select Mobile.<\/li>\n<\/ol>\n\n\n
    \n
    \"Custom<\/figure>\n<\/div>\n\n\n

    <\/p>\n\n\n\n

    Notification Delivery Settings<\/h2>\n\n\n\n

    Notification Delivery Settings lets you control where your notifications appear and which apps deliver them. You can select the delivery channels or mobile apps.<\/p>\n\n\n\n

    For Custom Notifications<\/strong>, you can modify the delivery channels for both Salesforce-provided apps and those installed from managed packages. <\/p>\n\n\n\n

    However, for standard notifications, you can only adjust the delivery channels for Salesforce-provided apps.<\/p>\n\n\n\n

    Configure Notification Delivery Settings<\/h2>\n\n\n\n
      \n
    1. From Setup, enter “Notification Builder<\/strong>” in the Quick Find box, then select “Notification Delivery Settings<\/strong>\u201d.<\/li>\n\n\n\n
    2. Choose the notification type you created in the previous step, and click “Edit” from the dropdown menu.
      The Notification Delivery Settings page displays only the notification types available for your org.<\/li>\n\n\n\n
    3. In the supported channels select Mobile and in the Mobile Apps select <\/em>Salesforce Field Service for iOS<\/strong> and Salesforce Field Service for Android<\/strong> and click Save.<\/li>\n<\/ol>\n\n\n\n
      \"Notification<\/figure>\n\n\n\n


      What does a Record-Triggered Flow do?<\/h2>\n\n\n\n

      A record-triggered flow in Salesforce lets you automate actions seamlessly behind the scenes whenever you create, update, or delete a record, eliminating the need for user interaction. <\/p>\n\n\n\n

      Similar to workflow rules and processes, these flows activate when you create or update a record, streamlining your Salesforce automation efforts.<\/p>\n\n\n\n

      Create a Record Triggered Flow<\/strong><\/h2>\n\n\n\n

      Consider a scenario where you send a custom push notification to the assigned resource when the Service Appointment Status is marked as “Completed.”<\/p>\n\n\n\n

      \"Start<\/figure>\n\n\n\n
      \"Flow<\/figure>\n\n\n\n

      <\/p>\n\n\n\n

      Set the Start conditions as follows<\/h3>\n\n\n\n