Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
About Digital Wallet
Create the Product Limit Alerts Flow

You are here:

  1. Salesforce Help
  2. Docs
  3. Digital Wallet

Create the Product Limit Alerts Flow

Create a scheduled flow to monitor product limits and send custom notifications when usage thresholds are crossed.

Before you begin, did you complete the recommended preparation tasks in Manage Product Limits Threshold Alerts and Notifications?

This flow automates product limits monitoring for your org by using the Create Product Limit Alerts action. You set threshold percentages (like 75%, 80%, or 100%). Then you configure which users receive notifications when each utilization threshold is reached or exceeded. The flow runs on a schedule you define—daily, weekly, or at whatever interval meets your needs.

The following steps outline one way that you can build this flow. We’ve included suggested naming conventions for your resources and actions to keep the setup logical and intuitive. Following this guidance also helps to ensure that the flow is easy to follow, test, and maintain.

Tip
Tip You can save the flow at any time to make sure that 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.
  1. From Setup, find and select Flows.
  2. Click New Flow.
  3. Select Scheduled Automations, then Schedule-Triggered Flow.
  4. Indicate a future date, then select how often the flow runs.

See Also

Create Resources to Store Notification Type and Recipient IDs

Resources store values for use in elements during flow execution.

  1. Click the Toggle Toolbox icon (1), then click New Resource.
    Flow Builder Toolbox Manager tab showing highlighted Resources: NotificationUserIds variable and NotificationTypeId constant.
  2. Create the notification type ID resource.
    Resource Type Constant
    API Name NotificationTypeId
    Data Type Text
    Value Custom notification ID. See Create a Custom Notification Type for information on how to obtain the ID.
  3. Click Done.
  4. Click New Resource to create a resource to collect recipient IDs.
    Resource Type Variable
    Name NotificationUserIds
    Data Type Text
    Checkbox Allow multiple values (collection)
  5. Click Done.

You use these resources when building your flow (2).

Assign User IDs to the Notification User IDs Resource

This part of the flow indicates the user IDs to notify when the alerts trigger.

  1. Click Add Element Add element under the Schedule element, then select Assignment.
  2. Gather your list of notification recipient IDs (005x), then build the list in the flow.
    Label Assign Notification User IDs
    Variable NotificationUserIds
    Operator Add
    Value <005x user ID>
  3. (Optional) Click Add Assignment to add more user IDs.
Flow Builder Assignment element labeled 'Assign Notification User IDs' configuring NotificationUserIds variable.

Create Alerts for the Product Limits

This part of the flow indicates which product limits to monitor and the thresholds that trigger the alert notifications. It’s built upon the Create Product Limit Alerts invocable action.

  1. Click Add Element Add element under the Assignment element.
  2. In Search, find and select Create Product Limit Alerts.

    Create Product Limit Alerts creates Utilization Alerts when utilization crosses a threshold and marks existing Utilization Alerts as “Cleared” when utilization drops below the threshold.

    Label Create Product Limit Alerts
    Product Limits A list of Product Limits that are enabled in the org. Select which Product Limits to create Utilization Alerts for when a threshold is reached or exceeded.
    Utilization Thresholds (%) A whole number that represents the percentage of utilization that is reached or exceeded before a Utilization Alert is created. Defaults are 80 and 100. Click the X to remove a default value, or add other thresholds, if required.
    Create Product Limit Alerts action selecting Data Storage and File Storage limits with utilization thresholds at 80%, 100%, 50%.
    Next, retrieve the alert records.
  3. Click Add Element Add element under the Create Product Limit alerts element, then find and select Get Records.

    Get Alert Records retrieves the Utilization Alert records to determine which alerts the flow created and which threshold triggered each one.

    Label Get Alert Records
    Salesforce Object Utilization Alert
    Filter Utilization Alert ID
    Operator In
    Value {!Create_Product_Limits_Alerts.createdAlertIds}
  4. For How Many Records to Store, select All records.
    Get Records element (Get Alert Records) retrieving Utilization Alert records matching alert IDs.

Loop Through the Alert Records

This part of the flow iterates through the retrieved alert records to determine which have been triggered so the appropriate users can be notified.

  1. Click Add Element Add element under the Get Alert Records element, then find and select Loop.
    Label Alert
    Collection Variable Utilization Alerts from Get Alert Records
  2. Click Add Element Add element under For Each, then find and select Send Custom Notification.

    Here, you indicate the details for the notification messages. You reference the resources that you created for the custom notification type and the list of recipients, indicate the text of the notification, and set the Target ID to the record that the notification links to.

    Label Send Notification
    Custom Notification ID NotificationTypeId
    Notification Body {!Alert.AlertScope} has exceeded {!Alert.TriggerValue}%
    Notification Title Product Limits Alert Triggered
    Recipient IDs NotificationUserIds
    Target ID {!Alert.Id}
    Loop element 'Alert' iterating through alert records, containing Send Custom Notification action configuration with notification body and recipient settings.
  3. (Recommended) Debug and test the flow.

    See Salesforce Help: Testing Flows for details.

  4. Save and activate the flow.
 
Loading
Salesforce Help | Article