You are here:
Manage Product Limits Threshold Alerts and Notifications
Create a scheduled flow to create alerts and notify specific users when Product Limits utilization crosses specified thresholds.
Required Editions
| Available in: Enterprise and Unlimited Editions |
| Not available in: Sandboxes |
| User Permissions Needed | |
|---|---|
| To view the Product Limits tab: | View Product Limits or System Administrator profile |
| To edit process automation settings: | Customize Application |
| To activate or modify a flow: | Manage Flow |
| To run a flow: | Run Flows |
| To view notification types: | View Setup and Configuration |
| To create and edit notification types: | Customize Application |
The Create Product Limit Alerts invocable action is the heart of the flow, acting as the main engine for alert creation. The action monitors your product usage based on the thresholds that you’ve established, whether you stick with the default 80% and 100%, or set your own. The action then outputs the alert IDs that the rest of the flow requires to send out notifications.
The Utilization Alert (TenantConsumptionAlert) object serves as the system of record for the alert. It acts as an audit trail for historical purposes and deeper analysis. You can query its fields for auditing, debugging, and building custom reporting and automation. When the scheduled flow creates a record here, it initiates the notification process.
Before you begin, prepare to build the flow:
- Decide which product limits you want to monitor.
- Set the default workflow user to run the schedule-triggered flows.
- Determine who is going to receive notifications.
- Create the custom notification type.
Decide Which Product Limits to Create Alerts For
See Track Product Limits Utilization for information about which product limits we track.
Set the Default Workflow User in Process Automation Settings
Because the Product Limits flow is schedule-triggered, you must define a default workflow user to run the flow. If the user who created the automation is no longer active, the specified default workflow user is associated with the actions that the automation runs.
If you haven’t yet defined the default workflow user, you see this warning message when you attempt to save the flow:
For scheduled trigger flow, specify the default workflow user in your org's process automation settings.Be sure to select an active user who has a verified email address. See Salesforce Help: Identify Your Salesforce Org’s Default Workflow User for details.
Create a Custom Notification Type
Create a custom notification type so that the flow can notify users when an alert triggers.
To create the custom notification, see Salesforce Help: Create a Desktop or Mobile Notification. Be sure to indicate Product Limits Threshold Alert Triggered for the custom notification name.
Mobile app notifications require extra configuration. Be sure that Mobile Apps is enabled for the appropriate mobile phone operating systems in the Notification Delivery Settings setup page.
When building the flow, it requires the custom notification type ID. After you create the notification, click its name, then copy the notification ID from the URL.
Example:
…/lightning/setup/CustomNotifications/0ERKZ0000000NcX4CU/detail
For more information, see:
- Salesforce Help: Manage Notification Delivery Settings
- Salesforce Help: Control Access and Security for the Salesforce Mobile App
Determine Who Receives Notifications
The flow identifies notification recipients by their internal Salesforce ID (005x). We recommend collecting the IDs for all intended recipients so that you have the IDs readily available when building the flow.
To find a user’s ID:
- From Setup, find and select Users.
- Click the link for the user’s full name.
- In the URL, find the user
ID.
ManageUsers/page?address=%2F
005RZ000004OmEs%3... - Copy the ID to a document or table.
- Repeat until you collect all the required user IDs.
If you want to be notified, be sure to gather your user ID.
| Notification Recipient | User ID |
|---|---|
| Emily Smith | 005RZ000004OmEs |
| Juan Valdez Perez | 005RZ000004OmJv |
| Dileep Mehta | 005RZ000004OmDm |
Now, you’re ready to build the Product Limits flow.
- Create the Product Limit Alerts Flow
Create a scheduled flow to monitor product limits and send custom notifications when usage thresholds are crossed.
