Keeping your users aware of your COVID guidelines in Salesforce with Company Alerts
We show you how you can easily display alerts and notices to your Salesforce team using our free app Company Alerts
Continuing with our series on real life use-cases with our solutions, today we’re going to have a look at Company Alerts, a free tool we created that let’s you create and manage company-wide alerts and notices for Salesforce Lightning.
These alerts show to users in Salesforce, or even your communities, regardless of where they log in to Salesforce Lightning - even if they don’t go to your homepage! This means you can ensure key notices and information are seen by everyone.
Getting Started
First things first, we need to install Company Alerts (don’t worry, it’s free!) in our Salesforce org! You can get it for free from the Salesforce AppExchange. Once installed you will need to give yourself the “Company Alerts Admin” permission set. When you do you’ll be able to go to the “Company Alerts” app and see the “Alert Manager” tab!
Creating An Alert
Let’s create a new alert by clicking the “New” button and setting the following values:
Alert Name: Example Alert
Active: CHECKED
Message: Make sure you read our up-to-date {[https://appitek.com]COVID-19 Guidelines}
Mode: Pester
Type: Warning
Duration: 10 seconds
Who should see this alert?: Everyone
As you create your alert you will see a preview at the top of the page showing you exactly what your alert will look like to a user.
The special {} format let’s you specify external links for your users to click — try experimenting with different modes and types to get the style and action you’re looking for!
With a “Pester” type we can ensure the alert stays until the time runs out but you can set up alerts to be dismissible by the user.
Once you’re happy just save the alert and we’re ready to setup our Salesforce app to show our alerts!
Showing Alerts
To show our alerts all we need to do is add a special Lightning Component to the Utility Bar of our Salesforce app.
Go to Setup -> App Manager and edit the App you want alerts to be shown in. From the Utility Items section and add in the “CompanyAlerts” component.
This is a special ‘hidden’ component that won’t show to users. If you have no other Utility Items the utility bar won’t even be shown!
This component will automatically find any alerts that match the given user’s profile (or alerts that visible to anyone like the one we just made!) and show them when the page loads.
By using Company Alerts you don’t have to worry about whether a user will visit the homepage, the alert will show on any page! If you add the “CompanyAlerts” component to a community page it will even work in Salesforce Communities!
Try it yourself!
Follow this guide along yourself and see how quickly you can set up company-wide and profile specific alerts for your Salesforce users.
Company Alerts is completely free to use with no strings attached — you can create as many alerts as you like!
Let us know how you get on in the comments below! If you want to learn more about Company Alerts try the following resources:
Documentation:
https://appitek.com/documentation/hooked.html#Introduction
“Introduction to Company Alerts” Blog:
https://appitek.com/blog/company-alerts-company-wide-alerts-for-salesforce
At Appitek, our aim is to help make your job easier, by creating simple but effective Salesforce applications that make you more efficient at what you do.
Appitek is a registered Salesforce ISV partner.
Salesforce and Salesforce Lightning are registered trademarks of Salesforce.com
