Automatically email your users whenever an opportunity reaches a threshold of amount
and probability. For example, set the threshold to trigger an alert when opportunities of
$500,000 or more reach a probability of 90%. The alert is a plain-text email rendered in the
corporate language and using the corporate currency setting.
Required Editions
Available in: Lightning Experience and Salesforce Classic
Available in: Group, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
User Permissions
Needed
To activate big deal alerts:
Customize Application
AND
View All Data
In Setup, use the Quick Find box to find Big Deal Alert.
Name the alert.
To activate the alert when you save it, select Active or leave
the option deselected and activate the alert later.
When you activate the alert, emails are immediately triggered for all open
opportunities that meet the threshold.
Enter a threshold: a trigger amount in the corporate currency, and a trigger
probability.
Note Opportunities trigger alerts regardless of currency. When an opportunity is updated,
if the amount isn’t in the corporate currency, it’s converted and compared to the
trigger amount. If you’re using advanced currency management, dated exchange rates are
used.
Enter Sender settings.
Enter the name and email address you want to show in the From field of the
email.
The email address must be your own Salesforce email address (as shown in your
Salesforce profile) or a verified org-wide email address.
In the User field, select
yourself.
Enter the email addresses of recipients, separated by commas.
If you’ve enabled compliance BCC emails, the BCC: field isn’t available.
To send alerts to opportunity owners, select Notify Opportunity
Owner.
Click Save.
An opportunity triggers an alert when it reaches the threshold. If the amount or
probability change, the opportunity triggers no additional alerts unless those values fall
below the threshold and then reach the threshold again.
When a sales rep working in Connect Offline makes changes that push an opportunity to the
threshold, the alert is sent when the data is updated.
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