NoticeBoards

noticeboards represent a publishing channel for a specific team or purpose, allowing organizations to group and manage related notices , enforce policies, and target communications what it does noticeboards helps to segment communications based on criteria such as topic, department, or function apply consistent policy settings (e g , default signatory, required actions, approval workflows) monitor engagement and compliance across all published communications how it works when a notice is created, the author must choose which noticeboard it belongs to the notice then inherits key configuration settings from its parent noticeboard each noticeboard is created by a noticeboard owner , who manages the board’s settings and publishing team acts as a container for multiple notices authored by one or more notice authors applies default configuration to its notices (e g , themes, approval settings, required acknowledgement) is linked to recipients indirectly through the notices it holds workflow publishers create targeted, critical alerts for display via customisable banners users can be prompted to respond in various ways engagement and compliance can be tracked with full reporting capabilities use cases organizations may create separate noticeboards for compliance sales enablement training & onboarding system outages legal or hr announcements partner or customer communications example noticeboard name purpose team nb compliance communicate privacy updates and regulatory policies compliance nb salesforce updates announce feature changes and platform updates it / admin nb l\&d deliver onboarding content and just in time training learning & development setup steps set user permissions assign user permissions for notice publishers and recipients see getting started docid 0fctl9zopm9eievgz0sw4 define sharing settings create sharing settings for publishing teams see sharing settings docid\ vreyu1z1nm96opztscbjo add components add noticeboard components to salesforce ui see components docid\ icc7fvp57zuzyll65 wlo allocate licences unaric guide is installed with named user licensing when deploying to a production org, licences need to be allocated to all users —recipients and notice publishers— using the manage licences feature found within the salesforce org setup search for installed packages create a test noticeboard create a noticeboard record to contain your first test notice we recommend starting with training or salesforce updates noticeboards against which notices can be created to introduce the banner and the personalised notification records spawned from notices that each recipient user will see create & publish test notice a simple alert notice needs only a parent noticeboard, signatory, title and one or more selected recipient before it can be published more detailed notices can add summary and/or detail content beneath the title headline and notice management options can be added as notice owner confidence grows we recommend starting with a simple alert notice to make recipients aware of their new noticeboard banner and how they can interact with it we also recommend that notice authors add themselves as selected recipients for their notices, to confirm publication especially when testingscheduled publication process automation view notices through the eyes of a recipient it can be good practice to test notice content by sending one to just yourself and once you are happy with it from a recipient’s perspective, clone the notice and send it to its intended audience of selected recipients review global settings the noticeboard administrator can easily change aspects of look and feel as well as behaviour, including banner colour, font & title from the noticeboard default default list view that users are taken to when they click in the banner title area urgency thresholds , useful for notices requiring time critical acknowledgement