I am in the process of setting up our office with custom "Closed Won" sounds - however i want individual sounds for each different rep - how can this be achieved?
I have completed the trailhead challenge to create the sound1 to play, but now i need to know how to apply this to my companies salesforce and customize a unique sound for each rep.
Here’s a general guide on how to achieve this:
1. Store Custom Sounds for Each Rep
First, you'll need to ensure that the sound files for each individual sales rep are accessible in Salesforce. You have a couple of options here:
- Static Resources: Upload custom sound files (e.g., MP3 or WAV files) to Salesforce as Static Resources. Each rep’s sound file will be named uniquely so that it can be easily referenced.
- Go to Setup → Static Resources.
- Click New to upload your sound files.
- Name the file in a way that identifies the rep (e.g., "JohnDoe_ClosedWon" or "Rep1_ClosedWon").
2. Custom Object or Field for Sound Selection
You can either store sound preferences in a custom object or a custom field on the User record to map the specific sound to each rep. Here’s how:
Option 1: Custom Field on the User Record
- Go to Setup → Object Manager → User.
- Create a Custom Field (e.g., "Closed Won Sound") of type Text or URL, where you store the path to the custom sound file. You can reference the Static Resource URL here, or if using a URL directly, you can point to the hosted sound file.
- For example:
- Text Field: "JohnDoe_ClosedWon.mp3"
- Formula Field (if you want dynamic URL): HYPERLINK("/resource/JohnDoe_ClosedWon", "Sound File")
Option 2: Custom Object for Sounds
- Create a Custom Object called "Sound Preferences" that links to the User.
- This object can contain fields like:
- User (Lookup to User record).
- Sound File (Text or URL to Static Resource or file path).
- After this, create a relationship between the Sales Rep and the custom object, so each rep has a sound file associated with them.
You can make use Use a Lightning Component or Visualforce Page to do it, also Process Builder and Flow
Custom sounds for each sales rep can be a fun way to personalize the sales experience and keep things dynamic. If you're working with more advanced functionality, you can use Salesforce's new Omni-Channel feature for notifications or even push sound notifications via Salesforce Notifications (for mobile). However, for most cases, a combination of Lightning Components or Visualforce pages along with Process Builder/Flow should get you the desired outcome
- Static Resources: Upload custom sound files (e.g., MP3 or WAV files) to Salesforce as Static Resources. Each rep’s sound file will be named uniquely so that it can be easily referenced.