Thomson Reuters CLEAR
Thomson Reuters CLEAR
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Bell Notification Implementation | TR CLEAR Adverse Media Result Items

Overview

This document provides a step-by-step implementation for triggering in-app (bell) notifications in Salesforce when a TR_CLEAR_Adverse_Media_Result_Item__c record is created or updated with specific Result_Type__c values.

The purpose is to alert users in real-time (via the Salesforce bell icon and/or desktop/mobile notifications) when high-risk entries — such as Sanction, Adverse Media, or PEP (Politically Exposed Person) — are detected.

Implementation Steps

1. Create a Custom Notification Type

  1. Go to: Setup → Custom Notifications

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  1. Click New and configure as follows:

    • Custom Notification Name: Adverse Media Alert

    • API Name: Adverse_Media_Alert

    • Supported Channels: Desktop, Mobile

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  1. Click Save

This notification type will be used in the Flow to send the alert.

2. Create a Record-Triggered Flow

  1. Go to Setup → Flows → Click New Flow

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  1. Choose Record-Triggered Flow

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  1. Configure the trigger:

    • Object: TR_CLEAR_Adverse_Media_Result_Item__c

    • Trigger: When a record is created or updated

    • Condition Requirements:

      • Result_Type__c Is Not Null

    • Optimize for: Actions and Related Records

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Click Done

3. Add a Decision Element

To handle different types (e.g., Sanction, PEP), add a Decision element.

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  • Label: Check Result Type

  • Outcome 1 Label: Sanction

    • Condition: Result_Type__c Equals Sanction

  • Outcome 2: Add other types as needed (e.g., State Owned Entities, PEP)

4. [Optional] Get Recipients

You can notify:

  • Record Owner

  • Specific users (e.g., compliance team)

  • Users in a public group or queue

Use a Get Records element or set recipients directly in the notification.

5. Add Get Records for Custom Notification Type

Add a Get Records element:

  • Label: Get Adverse Media Notification Type

  • Object: CustomNotificationType

  • Condition:

    • DeveloperName Equals 'Adverse_Media_Alert'

  • Store Only the First Record

  • Automatically Store All Fields

6. Add Send Custom Notification Action

  1. Under the Sanction branch, add a new Action

  2. Action Type: Send Custom Notification

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  1. Configure the action:

    • Custom Notification Type ID: Adverse_Media_Alert

    • Notification Title: New Sanction Alert

    • Notification Body: Set dynamically (e.g.)

      A new sanction entry has been identified for {!$Record.criminalreports__Search_Subject__c}. Please review the details and take the appropriate action as required.

    • Recipient IDs: Set dynamically (e.g., record owner) or via hardcoded user IDs

    • Target Record ID: {$Record.Id}

  2. Repeat this for other result types if needed (Watchlist, PEP, etc.)

7. Save and Activate the Flow

  • Click Save

  • Name the Flow: Notify on Adverse Media Result

  • Click Activate