You can preview what notifications look like before you actually enable the instance to send them.

Before you begin

Role required: admin

About this task

You can preview both types of notifications as specified by the Send when field on the Notification form:
  • Record inserted or updated: A change to record in the instance triggers the notification.
  • Event is fired: An event, such as the expiration of a certificate or an inbound email action, triggers the notification.

Procedure

  1. Navigate to All > System Notification > Email > Notifications.
  2. Open the notification or create one.
    You must save the record before you can view the preview accurately.
  3. Click Preview Notification on the form header.
  4. On the Notification Preview window, verify that the notification works as expected.
  5. After you have reviewed the notification, exit the preview window.
  6. Make the necessary changes to the notification or template, if necessary.