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Salesforce for Custom Notification

In salesforce these is many way for custom notification. Below two ways I have describe in today's blog.

• Notification Type with Process Builder
• Change Data Capture with Lightning Component

Notification Type with Process Builder

This functionality is available to both on Salesforce Mobile Application and Desktop Lightning Experience.
Push Notifications are a great way to notify Sales and Service Representative about the cases that need immediate attention or if an opportunity needs to follow up, maybe Opportunity has been closed-won or any other condition.

Step 1. Create the Notification Type.

Go to Setup → Notification Builder → Custom Notifications → New

Step 2. Create the Process Builder

Go to Setup → Process Builder → Create new

• Select your object, and if this should fire only on create or create and edit
• Add the Criteria you want.
• Create New Action → select Send Custom Notification
• Enter the name of Action
• Select the Notification Recipient it can be Owner, User, Group, Queue, totally up to you.
• Enter the Notification Title and Notification Body
• Activate the Process Builder

Step 3: Testing

Create and Edit and record of Opportunity as per your condition.
A notification will be sent to your desktop, and if a user is in the mobile then the user can also see it in the mobile.

Change Data Capture with Lightning Component

Change Data Capture is a really powerful feature that will send notification everytime a record is created, updated, deleted or undeleted. This is very handy to keep data consistent across all your applications.

Step 1. Create the Change Data Capture

Go to Setup → Change Data Capture → Change Data Capture (Select any object for Notification from list)

Step 2. Create Lightning Component

CustomNotification.cmp

<aura:component controller="UserInfoController" implements="flexipage:availableForRecordHome,force:hasRecordId,force:hasSObjectName">
    <aura:attribute name="recordId" type="String"/>
    <aura:attribute name="sObjectName" type="String" />
    <aura:handler name="init" value="{!this}" action="{!c.doInit}"/>
    <lightning:empApi aura:id="empApi"/>
</aura:component>

CustomNotification.js

({
    doInit : function(component, event, helper) {
        
        // Get the empApi component.
        var empApi = component.find("empApi");

        // Get the channel from the input box.
        var channel = '/data/';

        var sObjectName = component.get('v.sObjectName');
        if (sObjectName.endsWith('__c')) {
            // Custom object
            channel = channel + sObjectName.substring('0', sObjectName.length-3) + '__ChangeEvent';
        }
        else {
            // Standard object
            channel = channel + sObjectName + 'ChangeEvent';
        }
        
        var replayId = '-1';
        
        // Callback function to be passed in the subscribe call.
        // After an event is received, this callback prints the event
        // payload to the console.
        var callback = function (message) {
            console.log("Received [" + message.channel +
                " : " + message.data.event.replayId + "] payload=" +
                JSON.stringify(message.data.payload));
            
            var modifiedRecords = message.data.payload.ChangeEventHeader.recordIds;
            var commitUser = message.data.payload.ChangeEventHeader.commitUser;
            var currentRecordId = component.get('v.recordId');
            var userId = $A.get("$SObjectType.CurrentUser.Id")
            var action = component.get("c.getUserName");
            action.setParams({
                'userId': userId
            });
            action.setCallback(this, function(response) {
                var state = response.getState();
                if (component.isValid() && state === "SUCCESS"){
                    var userName=response.getReturnValue();
                    if (modifiedRecords.includes(currentRecordId) && commitUser != userId) {
                        var toastEvent = $A.get("e.force:showToast");
                        toastEvent.setParams({
                            "message": "Record is already modified by "+userName,
                            "type": "warning",
                            "mode": "sticky"
                        });
                        toastEvent.fire();
                    }
                }
            });
            $A.enqueueAction(action);
        }.bind(this);

        // Error handler function that prints the error to the console.
        var errorHandler = function (message) {
            console.log("Received error ", message);
        }.bind(this);

        // Register error listener and pass in the error handler function.
        empApi.onError(errorHandler);

        // Subscribe to the channel and save the returned subscription object.
        empApi.subscribe(channel, replayId, callback).then(function(value) {
            console.log("Subscribed to channel " + channel);
        });
    }
})

UserInfoController (Apex Class)

public class UserinfoController {
	@AuraEnabled
    public static string getUserName(string userId){
        User u=[select id,name from User where id =: userId limit 1];
        return u.Name;
    }
}

Step 3: Testing

After save whole code you will drag and drop code into Lightning Record Detail Page of Account
Update any record Account if any other user is on same detail page then he/she got notification.

Happy Sharing...

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