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Public Sector Documentation
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            Configure and Use Record Alerts in Public Sector

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            Configure and Use Record Alerts in Public Sector

            Don't keep constituents waiting. Get notified that you need to act on a record to process an application or address a constituent concern.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To set up Record Alerts: Customize Application AND Industry Service Excellence AND OmniStudio Admin
            To use Record Alerts: Industry Service Excellence AND access to the object that uses Record Alerts

            Stay apprised of application, case, and other records that need attention from a Public Sector service representative with Record Alerts. The Record Alert component shows caseworkers, application reviewers, and other users when they need to act on a record. It provides a description of the alert and organizes alerts by categories, such as type, priority, and severity. Users can dismiss or snooze alerts

            Public Sector supports record alerts on person accounts, business accounts, and individual applications.

            See Also

             
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