Set up the components required for Record Alerts, including OmniStudio FlexCard components and integration procedures, custom severity values, and alert categories.
- Assign Record Alerts Permissions to Users
Give users access to use Record Alerts. - Assign OmniStudio Permissions to Users
Give your Salesforce users access to OmniStudio so they can create and execute FlexCards and Integration Procedures. - Grant Access to Record Alerts
Give your Salesforce users access to the Record Alert object and make sure they have access to the objects on which Record Alerts can appear. - Turn on Record Alert Access
Let your users who have access to a What Record see its associated record alerts. Users who have access to a What Record have read access to the Record Alerts associated with the What Record, even if the owner of the record alert didn’t grant the user access to the record alert. - Customize Record Alerts With FlexCards
Salesforce uses Omnistudio FlexCard components to display alerts on record pages. Customize your alert FlexCards to give users clickable actions that change based on the information on the card. - Customize Record Alerts With Integration Procedures
Set up integration procedures in OmniStudio to control how you retrieve data into record alert FlexCards. - Customize Severity Values for Record Alerts
Create custom severity values that reflect your company’s preferred severity scale. The default values are Info, Error, and Warning. - Set Up Record Alert Categories
Use categories to organize Record Alerts by priority, severity, or type when they appear for the user. - Configure Record Alerts in Lightning Experience
Add the FlexCard component to the record page so that your users can view record alerts in their console. - Localize Record Alerts
When you localize record alert subject lines, descriptions, and categories, users can view Record Alerts in their preferred language. - Where Can I Use Record Alerts?
Record Alerts are supported on custom objects and a number of standard Salesforce objects. - Monitor and Take Action on Record Alerts
Keep tabs on alert notifications that appear in Salesforce records. You can dismiss slerts or snooze them for 24 hours.
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