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Record Alerts
Alert your agents to changes in client records that require action. Using Record Alerts, agents can scan records for notifications that show information from your core banking system or from alerts that are stored in Salesforce.
Record alerts help agents decide what needs attention now or soon. For example, if an agent sees a low balance alert on the financial account that funds withdrawals, the agent can notify the client to transfer funds and avoid overdrafts. Agents can snooze alerts for later and dismiss them.
Create custom severity values for record alerts. Group similar record alerts by creating record alert categories. With Business APIs, aggregate and show alerts for financial account transactions, financial accounts, and person accounts in a hierarchical view.
If you are a Financial Services Cloud user, you can use the Financial Services Cloud permissions for Record Alerts.
| Task | User Permissions |
|---|---|
| To use the Record Alerts data model and admin setup: |
Financial Services Cloud Extension OR Financial Services Cloud Foundations OR FSC Sales OR FSC Service |
| To user Data Consumption Framework for Record Alerts: | FSCAlertFramework AND FSCServiceExcellence |
| To configure a Record Alert expression set using Business Rules Engine: | Rule Engine Designer permission set AND Access Record Alerts for Business Rules Engine permission AND Financial Services Cloud Foundations OR Financial Service Cloud EUOZ OR Financial Services Cloud Extension |
Explore and Learn
Watch this video to understand how Record Alerts works for Financial Services Cloud.
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video on a new tab: 
Record Alerts for Financial Services Cloud.
To set up Record Alerts and create alerts from Salesforce objects, see Record Alerts.
