Configure record alerts with different severity types so that users can focus their attention on urgent records. Optionally, customize the Omnistudio FlexCards and the Omnistudio Integration Procedures components.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To configure record alerts: | Customize Application |
Keep the following in mind when you work with record alerts:
- To set up record alerts quickly, use the Record Alerts Guided Setup in your org.
- You can create records alerts on external objects or Data Cloud objects.
- You can create action plans for record alerts.
- You can’t use Record Alerts in CRM Analytics recipes and you can’t create dashboards that use Record Alerts as a data source.
- Record Alerts are not localized. You can use Translation Workbench to localize the records.
Important The topics linked here explain how Record Alerts works in general. But you
can still follow the steps in these topics to create and customize record alerts for Automotive
Cloud.
- Assign users permissions to create and manage FlexCards and Integration Procedures.
- Add or edit picklist values for Severity.
- Categorize record alerts based on required criteria.
- Create record alerts using the Business Rules Engine.
- Customize record alert cards with Integration Procedures.
-
Customize record alert cards with FlexCard Designer.
See FlexCard Designer and Customize Record Alerts Cards With FlexCards.
Note Customize the alert card for Automotive Cloud using the ServiceExcellenceGenericAlertCard component. - Configure alerts from an external data source.
- Add Record Alerts as a component to page layouts.