To configure this feature:

1. Ensure Displaying the My Alerts Component and Receiving iOS Device Push Notifications are 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

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. If a push notification is sent to a specific user, then the same push notification is sent to the application profile assigned to the user, the user receives both notifications. To target specific users or application profiles, ensure the Public check box is not selected. Ensure that the Push Notify Status value remains blank until child alert records are created.

Next, create child alert records. This includes either of the following:

• To target a specific application profile, create an Alert Profile record from the appropriate 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 appropriate Alert record and populate the User field with the appropriate user

After creating the appropriate records, navigate back to the parent Alert record and set the Push Notify Status field on the Alert record to Queued. This ensures the push notification is sent to the correct users.

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.