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            Contextual Alerts

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            3. Financial Services Cloud Admin Guide

            Contextual Alerts

            Boost employee efficiency and minimize cognitive strain by equipping bankers, agents, and advisors with contextual alerts that highlight customer priorities and opportunities. Use the guided setup experience to configure and activate these alerts effortlessly. Tailor record alerts for your organization, explore preconfigured contextual alerts, and create Data Cloud actions for the alerts you want to activate.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions

            Contextual alerts use Actionable Event Orchestration to outline the actions that create contextual alerts. The actionable event orchestration record represents the details of an actionable event and specifies how to orchestrate the processes. The record specifies an event type and subtype. The execution procedure specifies the type of automated procedure that executes the orchestration, the context definition related to the expression set that processes an actionable event, and the context mapping that processes an actionable event.

             
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