Salesforce AlertFlow - No-Code Notification Banner Solution

Transform How Your Team Communicates with AlertFlow! 🚀

AlertFlow is a powerful, fully configurable notification banner system for Salesforce Lightning Experience. Display critical alerts, warnings, and announcements directly on record pages—all without writing a single line of code.

🌟 Why AlertFlow?

❌ The Problem: Critical information gets buried in email threads, Chatter posts, or custom fields that users ignore. Sales reps miss compliance warnings. Support agents overlook escalation notices.

✅ The Solution: AlertFlow displays eye-catching, contextual banners directly on the records that matter. Your team can't miss critical information when it's front and center!

✨ Key Features

🔔 Three Powerful Notification Types

• Org-Wide— Shows on all pages: System maintenance, company announcements
• Record Condition - Shows when field conditions are met: High-value opportunities, overdue cases
• Hierarchical - Cascades from parent to child records: Account alerts visible on Contacts, Opportunities

🛠️ 100% Configurable - No Code Required

• Create rules using familiar Custom Metadata Types
• Point-and-click setup in Salesforce Setup
• No Apex coding, no deployment, no developer needed

🎨 Beautiful, Customizable Banners

• Four severity levels: Info, Warning, Error, Success
• Custom SLDS icons support
• Dismissible banners (user choice)
• Priority-based ordering

📝 Dynamic Merge Fields

• Use {!Account.Name} syntax in messages
• Personalized notifications per record
• No hardcoding—messages update automatically

🔗 Actionable Links

• Add "Learn More" or action URLs
• Deep link to policies, documentation, or related records
• Drive users to take action

⏰ Smart Scheduling

• Set start and end dates for time-bound alerts
• Perfect for promotions, maintenance windows, campaigns

📦 What's Included

ComponentType

Notification_Rule__mdt

Notification_Object_Config__mdt: Configure parent-child relationships

NotificationService.cls: Apex Class Business logic & rule evaluation

NotificationController.cls: Apex Controller / LWC controller

notificationBanner: Lightning Web Component Beautiful UI component

NotificationServiceTest.cls: Test Class

Sample Configurations

Custom Metadata Records: Pre-built examples to get started

Comprehensive Documentation PDF/README Step-by-step setup guide

💡 Real-World Use Cases

🏢 Sales Teams

• "⚠️ This account is under sanctions. Contact Compliance before proceeding."
• "🔥 High-value opportunity! Ensure VP approval before discounting."

📞 Support Teams

• "🚨 VIP Customer—Handle with priority!"
• "⏰ SLA breach imminent—escalate immediately."

👔 Leadership & Compliance

• "📢 New pricing effective January 1st. Update all quotes."
• "🔒 GDPR Alert: This contact has opted out of marketing."

🛠️ IT & Admins

• "🔧 Scheduled maintenance tonight 10 PM - 2 AM EST"
• "📋 Please update your contact information by Friday."

⚡ Quick Start (3 Steps)

1. Install—Deploy the package to your org
2. Configure—Add NotificationBanner to your Utility Bar
3. Create Rules—Use Custom Metadata to define your notifications

That's it! No code, no complexity.

🤔 FAQ

Q: Does this work with all Salesforce objects? A: Yes! AlertFlow works with any standard or custom object.

Q: Can I show notifications from parent records on child records? A: Absolutely! That's our Hierarchical notification type. Account alerts automatically show on Contacts, Opportunities, Cases, etc.

Q: Is this a managed or unmanaged package? A: This is an unmanaged package, giving you full access to the source code for customization.

Q: What's the performance impact? A: Minimal. AlertFlow uses efficient caching and optimized queries.

Q: Can I customize the styling? A: Yes! The component uses SLDS and can be customized.

🏆 Why Choose This Package?

✅ Production-Ready—Fully tested with 100% code coverage
✅ Best Practices—Built using Salesforce recommended patterns
✅ Well-Documented—Comprehensive README with examples
✅ No Dependencies—Works out of the box
✅ Developer-Friendly—Clean, commented code