Create a Record Alert Template

Create a record alert template that shows in the Alerts FlexCard when a record meets the conditions in the record alert expression set.

Available in: Professional, Enterprise, and Unlimited Editions

User Permissions Needed
To create a Record Alert Template:	Industries Service Excellence

From the App Launcher, enter and select Business Rules Engine.
Select Record Alert Template.
Click New.
Enter a label and a name for the template.
Make note of the Record Alert Template Name, you’ll use it later in the Record Alert element to configure the expression set.
Enter a subject and description that shows on the Alerts FlexCard.
Select a RecordAlertCategory.
Use categories to organize Record Alerts by priority, severity, or type when they show for the user.
Click Save.

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