Send License Utilization Alerts to a Profile's Users

Send alerts to everyone assigned to a single specific profile. Because the License Utilization Notification template is configured to notify via the System Administrator profile by default, no flow changes are required if this is the profile you want to notify. However, you can swap out the System Administrator profile and indicate another profile, without any other flow modifications required. Use this method when your alert audience maps cleanly to an existing profile.

Tip You can save the flow at any time to make sure you don’t lose your work. When you save the flow, it becomes version 1 but isn’t yet activated so you can continue modifying this version. Give it a descriptive name, for example, License Utilization Notifications by Profile.

1. From the App Launcher, select Automations.
2. From the Flows tab, click New, then enter License Utilization in Search to locate and select the License Utilization Notification template.
3. Decide which profile to notify.
   • To notify users in more than one profile, see Send License Utilization Alerts to Multiple Profiles.
   • To notify only the System Administrator profile, you’re good to go. Go to step 5.
   • To notify a different profile, delete System Administrator and replace it with the desired profile name (1). (Recommended) Update the Label and Description to match the profile name, if desired (2). Be sure to also update the API name.
   
4. Under Filter Profile Records, click Add Condition, then indicate:

   Field	Name
   Operator	Equals
   Value	Profile name, for example, Standard User

5. Save the flow and give it a descriptive name.
6. Activate the flow.