I'm getting stumped on this. Org wants to create a push notification for overdue tasks. I have done it using a record-triggered flow with 7 days and 2 days as being notifications email to say Task is about to be due. Could it just be a push notification which stays in Salesforce, notification sent to the notification bell once daily .
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1 answer
Hi @Scott Holmes - Create a Scheduled-Triggered Flow that runs once a day.
Get Task records where:
- IsClosed = False
- ActivityDate < TODAY()
Use the Custom Notification action.
Send the notification to the Task Owner.
The notification will appear in the Salesforce notification bell.
If you also want the 7-day and 2-day reminders, those can remain as scheduled paths in your existing record-triggered flow.