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            Set Up Contextual Alerts in Financial Services Cloud

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            3. Financial Services Cloud Admin Guide

            Set Up Contextual Alerts in Financial Services Cloud

            Set up record alerts, explore preconfigured contextual alerts, create Data Cloud actions, and create a Contextual Alerts Orchestration record.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To set up Contextual Alerts:

            Financial Services Cloud Extension permission set

            OR

            FSC Sales permission set

            OR 

            FSC Service permission set

            AND

            Data Cloud org: Data Cloud Admin permission set

            AND

            Actionable Event Orchestration Designer permission set

            AND

            Context Service Admin permission set

            AND

            Rule Engine Designer permission set

            AND

            OmniStudio Admin permission set
            1. Set up record alerts and Record Alert Actionable Target object for contextual alerts on the Record Alerts Flexcard.
              1. Set Up Record Alerts.
              2. To view contextual actions on the record alerts Flexcard, in Setup, edit a profile and give it access to the Record Alert Actionable Target object.
              3. In Tab Settings, set the tab visibility for Record Alert Actionable Target.
              4. In Standard Object Permissions, set permissions for Record Alert Actionable Target, and save your changes.
            2. In Contextual Alerts Library, determine which contextual alerts you want to activate.
            3. Provide a holistic financial picture of clients to your underwriters, insurance agents, and wealth advisors by using data from Data Cloud and Financial Services Cloud.
              1. Set Up Data Cloud for Financial Services Cloud.
              2. Create a Data Action Target in Data Cloud.
              3. Create a Data Action in Data Cloud by using the data action target that you created.
                When you create the action, use the Calculated Insight object type.
            4. Activate the Create Actionable Orchestration Source Event flow for all contextual alerts.
              The flow connects Data Cloud to the event orchestration.
              1. In Setup, find and select Flow, and then select Create Actionable Orchestration Source Event flow.
              2. In flow builder, click Save as New Flow, enter a name and a description for the flow, and then click Activate.
            5. Create an actionable event orchestration for contextual alerts.
              1. In Setup, find and select ​​Actionable Event Orchestration Settings, and then turn on Actionable Event Orchestration.
              2. To create an Actionable Event Orchestration record, in Setup, find and select Contextual Alerts.
              3. In the Set Up an Event Orchestration section, click Create Actionable Event Orchestration.
                The Contextual Alerts Orchestration record is created with the subtype, execution procedure, context definition, and mapping needed for contextual alerts.
              4. To view the actionable event orchestration record that you created, go to the Actionable Event Orchestration home page.

            See Also

             
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