Keeping Stakeholders in the loop is one of a Project Manager’s key duties, especially when the stakeholder is one of the individuals working on the project. Crafting project communications can be a time-consuming aspect of managing a project, so using automated alerts and notifications is popular, efficient, and leverages Salesforce’s core functionality. The project’s communications plan should dictate the audience, method, content, and quantity of notifications. Salesforce has the option to display both in-app and push notifications. Automated messages can use Chatter, email, or a combination of both to keep your users on track and informed.
There are endless opportunities and reasons to send users notifications. Sending the right message at the right time in the right way can be challenging. Not sending enough notifications means that key team members are not adequately informed, but sending too many will blend them into white noise. In either case, risk is increased when team members miss out on important messages. Common notifications might include:
- A chatter post when a task is late
- An email to the CFO project has exceeded its budget
- An email to the user when their Timecard is not submitted on time