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Smart Notifications

Available for plans:
Standard - Free,
Standard,
Premium,
Enterprise and
Ultimate.
A CRM Analytics license is required to view and access CRM Analytics assets in Unified Analytics.

Set up CRM Analytics to notify you about changes to your important business metrics, when and where you choose. Attach notification criteria to widgets in dashboards, and select when to run the queries. You can see notifications in CRM Analytics, Lightning Experience, CRM Analytics for iOS, and email. Add recipients from your org to the email’s distribution list to notify colleagues at the same time as yourself. ~ Salesforce

Set Notification​

  1. Locate a dashboard widget that shows information you want to be notified about. You can set notifications on any chart except timeline or values table. If needed, you can use the dashboard’s selectors to create a more personalized query of your data.
  2. Select Set Notification from the widget's dropdown list.

    set notification

  3. In the Notifications panel, enter a name for your notification, if needed.

    set notification popup

  4. Set the value that you want to know about as soon as your widget query returns it. Depending on the chart, the panel provides relevant options to select for creating a notification. You can include up to four groupings. If the chart has multiple measures, select the one you want from the list of options.
  5. Select the frequency and time when you want the query to run.
  6. If the dashboard is in a shared app, then you can add people to your email distribution list. Click Edit Recipients to add users who have access to the dashboard.
  7. Test your notification on the spot with Save and Run, or simply click Save.

Track Notification​

A tracking tile appears in the Notifications section of your CRM Analytics home page.

notification analytics studio

When the conditions you’ve set for the notification are met, you get the message on the tile. You’re also notified via email, and in CRM Analytics and Lightning Experience, the bell icon alerts you with a number in red.

In CRM Analytics, the dropdown list from the bell includes the option to open the Manage CRM Analytics Notifications dialog box. You can also manage notifications on the dashboard. The bell icon with the plus opens the All Notifications panel and shows numbers in blue (Notification number) on widgets that have notifications. In the All Notifications panel, each notification has a dropdown action list for editing and deleting the notification.

show notification
all notification

Limitations​

  • Each user can set up to 10 notifications.
  • Notifications are available on all widgets except timeline charts and values tables.
  • A notification is based on a snapshot of the query behind the widget. If the dashboard is later edited, the notification isn’t automatically updated. The notification continues to use the query as it was at the time when the notification was set.

Resources​