Notifications

Question 1

What are the 3 main parts to configure for sending an email notification?

Answer 1

• When to send (record is inserted or updated
• Who will receive (users and groups or to the user/groups on the record that generated the notification)
• What it will contain (If Email template, Subject and Message are from the template unless overridden. Use Select variable to incorporate values from record that triggered notification)

Question 2

How not to overuse email notifications?

Answer 2

• Make notifications subscribable
• Use an email digest (many notifications sent at once)

Question 3

What can inbound emails do?

Answer 3

• Update tables
• Send a reply email

Question 4

What can inbound email actions do?

Answer 4

Identify information within an email to trigger an action (like sending an email or text message reply)

Question 5

What are Inbound email actions?

Answer 5

Actions the system takes in response to messages from users

Question 5

How are notifications triggered?

Answer 5

Notifications are triggered by system events (like changes to tables, when a record is created or updated, email or text message can be sent)

Question 6

Where to navigate to see defined notifications or to create a new notification?

Answer 6

System Notification > Email > Notifications

Question 7

Where does a user navigate to set his notification preferences?

Answer 7

User menu > Preferences > Notifications

(Notifications appear by category)

Question 8

In the What it will contain tab, what do we use to add record data into the notification body?

Answer 8

The Set Variables pane

Question 9

What method is used in SN to pull data from related tables?

Answer 9

Dot walking

Question 10

When can a notification be sent?

Answer 10

• When a record is inserted or updated in the specified table
• When a specified event is fired
• Via a Flow action

Question 11

What can be specified in the Who will receive tab?

Answer 11

• Users
• Groups
• Users/Groups in fields

on the record that generated the notification

Question 12

What is the specificity when using an Email template?

Answer 12

Subject and Message will be used from the template unless overridden with a Subject and Message on this form

Question 13

What are the options in Send when choice list?

Answer 13

• Record inserted or updated
• Event is fired
• Triggered

Question 14

Where do we verify that a notification has been sent?

Answer 14

All > System Mailboxes > Outbound > Outbox