Push Notifications

Business Background

Do you need to send clients messages even when users are not actively using your website? You can send web push notifications that are displayed as pop-up alerts on the user’s screen and can be used to promote new content, special offers, or other updates.

Titan Solution

With Titan, you can push web notifications to a client’s device when certain conditions are fulfilled, with no code, and in a few clicks. For instance, whenever a contact updates their details in Salesforce, you can send a notification confirming that the update was made.

Web push notifications will only be sent when the user has given permission.

How to Video

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How to Guide

Note:

Prerequisite:

The custom field in Salesforce that will be updated with the hash value must be able to contain at least 1500 characters.

When enabling the Push Notification, a hash value (ft-webPush) is created in Salesforce. The hash is the current instance of the device and browser using Titan Web.

Create a web push notification in your Titan Web project

  1. Click the Gear icon to open the Project settings.
Gear icon
Gear icon
  1. Use the toggle switch to enable Push Notification. The option ft_webPush is now available to map to a Salesforce field. You can push ft_webPush to any object in Salesforce.
Project settings > Push Notifications
Project settings > Push Notifications
  1. Click the Salesforce option. The Salesforce Intragration screen opens.
Salesforce option
Salesforce option
  1. Click the Push option and then click the Create New button.
Salesforce Intragration screen
Salesforce Intragration screen
  1. Use the drop-down list to select the object in Salesforce.
  2. Use the drop-down list to select the action, for instance, Update.
Map Salesforce fields
Map Salesforce fields
  1. Configure the condition as required.
Map Salesforce fields
Map Salesforce fields
  1. Map the necessary fields.
  2. Make sure that you map ft-webPush to a text field in the Salesforce object that can hold at least 1500 characters.
  3. Click the Apply button.
Map Salesforce fields
Map Salesforce fields
  1. Configure an On Click Action on an element, for instance, a button.
On Click Action icon
On Click Action icon
  1. Click the + icon next to Start and select Salesforce Action.
  2. Click the Next button.
Add node screen
Add node screen
  1. Use the drop-down list to select the process puch action and click the Next button.
  2. Type a tag if necessary and click the Insert button.
Add node/Salesforce Action screen
Add node/Salesforce Action screen

Create a Flow in Salesforce

In order to trigger the push notification, you need to run a Flow automation in Salesforce. Follow the steps below to see how a Flow example was set up.

  1. Browse to your Salesforce account and click the Setup Gear icon.
Setup
Setup
  1. Search for ‘flow” and click the Flows Process Automation option.
  2. Click the New Flow button in the top right of the screen.
Search "flows"
Search “flows”
  1. Select an option to create a new Flow, for instance, Record-Triggered Flow.
  2. Click the Create button.
New Flow
New Flow
  1. Use the drop-down list to select an object.
  2. Select a radio button to configure the trigger, for instance, Trigger the Flow When a record is updated.
  3. Configure a condition.
Flow Builder
Flow Builder
  1. Click the + icon to add an element.
  2. Click the Action option.
  3. Search for “push” and click the TITAN Send push notification option.
New Action
New Action
  1. Type a label. The API name is completed automatically.
  2. Set the input values for the selected action:
    • Body: This is what will appear in the notification.
    • Notification Auth: This is the custom field where the hash value will be stored.
    • Title: This will appear in the notification.
  3. Click the Done button.
New Action
New Action
  1. Click the Save button.
Flow Builder
Flow Builder
  1. Type a Flow label and click the Save button. The Flow API Name is added automatically.
Save the flow screen
Save the flow screen
  1. Click the Activate button.
Activate the flow
Activate the flow
  1. Browse to the Titan Web project.
  2. Save and Preview the project.

When the user makes changes, the Salesforce field is updated with the hash value, the Salesforce Flow is triggered and a web push notification is sent.

Hash value
Hash value

This is an example of the notification:

Example
Example

Also, look at how to Configure Salesforce Integration with Platform Events.

Hidden Title

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