Working with Notification Settings
Go to "Notification Settings" tab on "Settings" page.
Email Settings:
- Jobs Notifications Recipient - email address that will be used to send notifications from Work-Relay background jobs. By default, this is the email address of the user who started a job.
- Email Delivery Contact - this is needed for the "Send Email" action when you want to use a standard Salesforce email template in order to send an email from Apex code using a Salesforce email template and you want to pass a record as context to that template - you must send an email to a Contact (standard Salesforce object). That's why you need to specify the helper Contact on the Work-Relay Settings page.
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Enable Email Assistant - enables Email Assistant that allows users to proceed process steps via replying to emails with step notifications.
Chatter Settings:
- Enable Chatter Assistant - enables service allowing user to proceed steps by commenting Work-Relay chatter feeds.
See proper article about Chatter Assistant.
Canvas Settings:
Via Canvas Settings user can insert canvas application to the chatter feed:
- Api Name - canvas application Api Name.
- Title - title of the iframe within the chatter feed.
- Height - height of iframe in pixels.
SMS Settings:
Via checked "Enable SMS Assistant" user can insert Twilio service credentials:
- Twillo Account SID
- Twillo Auth Token
- From Phone Number
Slack Settings:
To make Slack notifications available you need to configure them once.
First, get a WebHook URL from Slack. Go to your Slack App directory -> Manage -> Apps -> Custom Integrations -> Incoming WebHooks (1):
Click "Add to Slack" button:
On the next step choose a channel (2) and click "Add Incoming WebHooks Integration" to get WebHooks URL:
Copy URL and add it to Slack Settings for Work-Relay.
Open "Settings" tab, go to "Notifications settings" subtab (3) and click "+" button (4) to add new Slack channel. Fill in "Name" of Slack channel and paste Webhook URL provided by Slack App.
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