To configure this feature:

1. Ensure Displaying the My Alerts Component is configured.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   alert__v	CRED	n/a	last_push_notify_datetime__v push_notify_status__v	Edit
   alert_profile__v	CRED	n/a	last_push_notify_datetime__v	Edit
   alert_user_action__v	CRED	n/a	last_push_notify_datetime__v	Edit

To configure this feature:

1. Ensure Displaying the My Alerts Component is configured.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   alert__v	R	n/a	last_push_notify_datetime__v push_notify_status__v	n/a
   alert_profile__v	R	n/a	last_push_notify_datetime__v	n/a
   alert_user_action__v	R	n/a	last_push_notify_datetime__v	n/a

6. Navigate to Business Admin > Objects > VMobile Object Configurations.
7. Ensure VMOCs for the following objects are active for the appropriate mobile platforms:
   • alert__v
   • alert_profile__v
   • alert_user_action__v

Push notifications are created from Alert records. In addition to the existing fields populated for alerts displayed in the My Alerts home page component (including Alert Title, Alert Text, and Link), the following additional fields must be populated to send a push notification from an Alert record:

• Status (push_notify_status__v) – Defines the status of an Alert record. Admins set the value to Queued (queued__v) only when they are ready to send the notification.
• Activation Date (activation_date__v) – Defines the date and time the notification is sent. This value can be updated any time before the notification is sent.
• If the date and time are in the past, the notification is sent immediately
• If the date and time are in the future, the notification is scheduled to be sent at that time
• Expiration Date (expiration_date__v) – Defines the date and time when the notification expires. The value must be after the current date and time.
• Public (public__v) – Indicates if this notification is for a company alert. See Sending Public Notifications and Sending Private Notifications for more information.

Sending Public Notifications

Business admin users can send push notifications to all users in a Vault CRM instance. To send a push notification to all users in the company, select the Public check box on the Alert record.

Sending Private Notifications

Business admin users can send push notifications to specific users or application profiles. To target specific users or application profiles:

1. Navigate to Business Admin > Objects > Alerts.
2. Create an Alert record.
3. Ensure the following are true:
   • The Public check box is not selected
   • The Push Notify Status field is blank until child alert records are created
4. Create child Alert Profile or Alert User Action records to target application profiles or specific users:
   • To target a specific application profile, create an Alert Profile record from the Alert record and populate the Application Profile field with the appropriate profile. See Application Profiles for more information.
   • To target a specific user, create an Alert User Action record from the Alert record and populate the User field with the appropriate user

If a push notification is sent to a specific user and the same push notification is sent to the user’s application profile, the user receives both notifications.

5. Navigate back to the parent Alert record.
6. Set the Push Notify Status field on the Alert record to Queued.

Though Dynamic Access Control can be enabled for the Alert object, visibility to alerts is controlled by the Public field on the Alert record, and the associated Alert Profile and Alert User Action records.

Sending Notifications to Additional Users or Application Profiles

Business admin users can reuse an existing Alert record to send a push notification to additional users or application profiles who have not already received a notification:

1. Navigate to the appropriate Alert record.
2. Create an Alert Profile or Alert User Action record for each additional application profile or user.
3. Set the Push Notify Status field on the Alert record back to Queued. The push notification is only sent to the newly added users and application profiles.

Resending Push Notifications

Business admin users cannot reuse an Alert record that has already been processed as a push notification to end users. To send the push notification again, business admin users can create an Alert record or clone the existing Alert record, and set the Status to Queued.

After signing into Vault CRM for the first time, all end users are prompted to enable device push notifications.

After selecting Turn On Notifications, a second prompt displays to confirm the selection.

Select Allow to allow the Vault CRM app to register to receive push notifications.

If users select Don’t Allow, push notifications are disabled for the app. The Vault CRM app does not prompt users again. To allow notifications at a later date, they can navigate to the in-app settings or manually navigate to the iOS Settings.

To allow notifications in the in-app settings:

1. Navigate to More > Settings > General.
2. Select the Device Push Notifications toggle.

To allow notifications in the iOS Settings:

1. Navigate to Settings on the device.
2. Navigate to Notifications > Vault CRM.
3. Select the Allow Notifications toggle.

   

End users can also allow push notifications in the Chats tab for Engage chat or WhatsApp Business Messaging. Notifications for messages do not display with device push notifications in the iOS Notification Center or the in-app bell icon. See Using Engage Chat in CRM for more information.

Devices must have an internet connection in order to receive push notifications.

End users receive push notifications on their devices at any time, whether or not they are actively using the Vault CRM app, ensuring they stay up to date with content and time-sensitive tasks.

When the user is not actively using the app, push notifications are still received on the device and displayed in the device’s lock screen and iOS Notification Center. Selecting a push notification automatically launches the Vault CRM app and displays the associated Alert record, if end users are already signed in. Otherwise, they must first sign in.

When the user is actively using the app, push notifications only display as a banner at the top of the screen if the alert priority is Urgent. Otherwise, push notifications display in the in-app bell button. The banner does not display when end users are presenting CLM content, regardless of the alert’s priority.

Viewing Push Notifications

When end users have unread push notifications, a red badge displays on the following:

• The Vault CRM app icon on the device’s home screen
• The in-app bell button

End users can select the bell button to view a list of all notifications received in the last six months. Selecting the bell button clears the badge count and displays all other push notifications and in-app notifications. A red dot displays next to the received time for unread notifications.

To hide a notification, swipe the specific notification from right to left and select Hide. The alert still displays in the My Alerts component.

End users can select a specific notification to view additional details and any links associated with the Alert record. After viewing a specific notification, the red dot next to the received time stops displaying, indicating the user selected and viewed the notification.

Additionally, all push notifications from Alert records also display in the My Alerts home page component.