Notifications
When a Notice is published in Unaric, each selected recipient receives a Notification. Notifications are the user-facing records that appear in the Notification Banner within Salesforce. They guide recipients through the required action and ensure each communication is acknowledged, tracked, and reportable.
How it works
Notifications are:
- Customizable – One per recipient.
- Trackable – You can see when it was displayed, opened, and acknowledged.
- Actionable – Each Notification includes instructions and an interface for required user action (e.g., acknowledge, follow a link).
Notifications components
- Title banner: Displays the notification title and the parent NoticeBoard’s theme image for quick identification of the publishing team.
- Urgency: Shows graphical and text indicators (e.g., “Urgent” or a deadline) to help prioritize your response.
- Required action panel: Provides instructions and buttons for actions like acknowledging or dismissing the notification.
- Content panel: Includes additional details, such as rich text, images, or links, expanding on the notice’s headline.
- Compliance panel: Tracks timestamps for when you first displayed, opened, or acknowledged the notification, aiding compliance monitoring.
Where Notifications appear
Notifications are shown in the Notification Banner, which is embedded in Salesforce pages like:
- Home pages
- Record pages
- Console apps
- Utility bars
The Banner acts as a user’s:
- Newsfeed – Summarizes current Notices.
- To-do list – Reminds users of Notices requiring attention.
- Inbox – Directs users to open and respond to Notices.
Once a user completes the required action, the Notification is removed from their Banner (immediately or on refresh, depending on configuration).
Notification lifecycle
Each Notification progresses through the following statuses:
Status | Description |
|---|---|
Issued | Notification has been generated but not yet displayed. |
Displayed | Notification has appeared in the user’s Banner. |
Opened | User has clicked on the Notification to view details. |
Acknowledged | User has confirmed the Required Action (e.g., clicked "Acknowledge"). |
Acknowledged and Flagged | User acknowledged the Notice but flagged it for follow-up. |
Monitor notifications
The Selected Recipients tab provides detailed tracking of individual recipient actions after a notice has been published and recipients have had time to respond.
For each notification record (representing a recipient), the following details are available:
- Notification Status: Indicates the stage of the recipient’s interaction with the notification (e.g., Displayed, Opened, Acknowledged, or Acknowledged and Flagged).
- Displayed Date: The date and time when the notification first appeared in the recipient’s banner.
- Opened Date: The date and time when the recipient first clicked to open or action the notification.
- Acknowledged Date: The date and time when the recipient clicked the "Acknowledge" button, agreeing to the notice’s acknowledgement statement.
- Acknowledged and Flagged: Indicates if the recipient clicked the Acknowledge and Flag button, signalling a need for further follow-up.
Recipient experience
When a user clicks a Notification in the Banner, they are taken to a Notification Detail Page, which typically includes:
- Title and Banner Branding (theme, logo, and urgency indicator)
- Message Summary and Detail
- Required Action Panel (e.g., "Click to Acknowledge")
- Timestamps for when the Notification was displayed, opened, and acknowledged
If a response is required and not completed by the deadline, the Notification remains in the Banner and can be escalated or reported on.
Notification detail page
When a user clicks a Notification in the Notification Banner, they are taken to the Notification Detail page. This page shows the full message and any required action associated with a published Notice.
The Notification Detail page includes:
Field | Description |
|---|---|
Notice Title | Displayed at the top, matching what appeared in the Notification Banner. |
Summary (optional) | A short overview or context for the message. |
Main Message (Detail) | Full rich-text content, including images, links, videos, or embedded guidance. |
Required Action Panel | A section prompting the user to complete the expected action. Depending on the Notice, this may include:
|
Acknowledgement Statement (optional) | A legal, compliance, or policy-related statement the user must agree to before submitting. |
Signatory and Source | The sender name or NoticeBoard Owner (if configured), often used to add credibility or responsibility to the message. |
View notifications
- Locate the Notification Banner on your Salesforce pages (e.g., homepage, console, or utility bar).
- Scroll through the banner to review notification summaries, noting urgency indicators and deadlines.
- Check for an empty banner, which indicates no pending actions or that notices have been suspended.
Access notifications
- Click a notification in the banner to open its viewer form.
- Alternatively, navigate to the NoticeBoard app and select the “Notifications” tab to view all notifications in the Notification List View.
- Adjust list view filters to include or exclude suspended notices as needed.
Complete required actions
- Review the notification’s details in the viewer form, including the title, content, and required action.
- Perform the specified action:
- For “Click to Dismiss,” view the dialog and dismiss it.
- For “Visit URL,” click the link to open the specified web address.
- For “Open and Read,” view the notification to mark it as complete.
- For “Read and Acknowledge,” click the “Acknowledge” button to confirm understanding, or “Acknowledge and Flag” if you need to raise an issue for follow-up.
- Verify the notification is removed from your banner (immediately or on refresh, depending on settings).
Manage notification history
- Access the Notification List View to review past notifications, including those from suspended or closed notices.
- Use filters to hide obsolete notifications or focus on specific notices (e.g., by NoticeBoard or status).
- Contact your NoticeBoard Administrator if you need assistance accessing or filtering notifications.