How to send Custom Bell Notification using Flow

Learn how to send a custom bell notifications using Salesforce Flow. This guide includes step-by-step instructions on how to create a custom notification, create a flow, and send the notification.

In today’s fast-paced business environment, effective communication is essential for engaging users and driving meaningful interactions. Salesforce Flow provides a powerful toolset to automate business processes, and with its robust capabilities. In salesforce you can easily create and send custom notifications tailored to your organization’s unique needs. In this blog post, we will explore how to leverage Salesforce Flow to send custom notifications, empowering you to deliver targeted messages and enhance user engagement also this can be a great way to keep users informed of important changes or updates to records.

What is a Custom Notification?

A custom notification refers to a personalized message or alert that is specifically designed and sent to individuals or a targeted group of users within an organization. Unlike generic or standard notifications, custom notifications are tailored to the unique needs and preferences of the recipients.

Custom notifications can be sent to users via the Salesforce mobile app, or the Salesforce desktop app.

Custom notifications can be used to notify users of a variety of events, such as:

  • A record has been created or updated
  • A task has been assigned to a user
  • A lead has been converted to a customer
  • A deal has been closed

Also if you want to learn how to send email using flow click here.

Using Flow to Send Custom Notifications

Creating a Record-Triggered Flow to Send a Custom Notification

Today we will create record triggered flow to send custom notification to account owner when Deal is won.

So first we will create a new custom notification.

In salesforce go to Home and search Custom notification then create new custom notification, as per below.


Now lets create flow to trigger custom notification.

To create a flow go to Home and search flow, then click New Flow and choose record triggered flow.


Then choose the object as Opportunity and trigger as when record is updated. Also i have added entry condition as stage name is closed won and stage is changed.

object and criteria configuration

Next add Get Records element and then select the object as custom notification type and add filter condition as custom notification name.

Get custom notification

Then add assignment element to store opportunity owner id’s. Also to hold this, we will create on variable as below.

Owner variable

Now we will use this variable in assignment element as below.

assignment element

Then add the action element to the canvas , search Send Custom Notification and select it. The all the all required parameter as below.

Now in set input values you can see Notification body, for that one variable is created to hold the value in text template, as below.

variable text template

Once you filled all input values, your action element looks like this.

custom notification action

In above action element you can see Target Id, if we select that as {!$Record.Id} then when ever we click notification in UI, then it will go the respective page, so here it will go to opportunity page. Please check the output video to check out.

Now you are done with flow. Let’s check out final version of flow.

how to use custom notification in flow


Activate the flow and test it accordingly. In our case if opportunity is won then we are triggering custom notification. So you will receive the notification as below.

how to use custom notification in flow


In this post we showed how to use custom notification in flow. Follow our other post related to salesforce and please share it with your loved ones.

If you want understand more about custom notification, click here.

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