Record Alerts help users decide what needs
attention now or soon. Salesforce users can scan records for
notifications that show information from your system or from alerts that are stored in Salesforce. You can create custom severity values for alerts and
group similar alerts together.
Required Editions
Available in: Lightning Experience
Available in: All editions with Industry Service Excellence permission set
licenses
Set Up Record Alerts Set up the components required for Record Alerts, including OmniStudio FlexCard components and integration procedures, custom severity values, and alert categories.
Create Record Alerts from Salesforce Objects You can create record alerts based on data in Salesforce. Create alerts using the Record Alert object, or use Business Rules Engine to create alerts based on specified criteria.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
