---
schema_version: "1"
id: 2fcc20d21765188848a848b6642dc498fa5d9fd147288665e7b3663bf63af191
title: Set Up Big Deal Alerts for Opportunities
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/activating_big_deal_alerts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.activating_big_deal_alerts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 14c4e2a7a20ff99120fed30fac2da014696dae412a05d9331f1454be0e9a35db
description: Automatically email your users whenever an opportunity reaches a threshold of amount and probability. For example, set the threshold to trigger an alert when opportunities of $500,000 or more reach a probability of 90%. The alert is a plain-text email rendered in the corporate language and using the corporate currency setting.
products:
  - Sales Cloud
release: "264"
---
# Set Up Big Deal Alerts for Opportunities

Automatically email your users whenever an opportunity reaches a threshold of amount and probability. For example, set the threshold to trigger an alert when opportunities of $500,000 or more reach a probability of 90%. The alert is a plain-text email rendered in the corporate language and using the corporate currency setting.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d38239e79">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d38239e79 ">To activate big deal alerts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d38239e79 ">
              <p>Customize Application</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View All Data</p>
            </td>

          </tr>
        </tbody>
      </table>

1. In Setup, use the Quick Find box to find **Big Deal Alert**.
2. Name the alert.
3. To activate the alert when you save it, select **Active** or leave the option deselected and activate the alert later.
    
    When you activate the alert, emails are immediately triggered for all open opportunities that meet the threshold.
4. Enter a threshold: a trigger amount in the corporate currency, and a trigger probability.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png)
    
    Note Opportunities trigger alerts regardless of currency. When an opportunity is updated, if the amount isn’t in the corporate currency, it’s converted and compared to the trigger amount. If you’re using advanced currency management, dated exchange rates are used.
5. Enter Sender settings.
    1. Enter the name and email address you want to show in the From field of the email.
        
        The email address must be your own Salesforce email address (as shown in your Salesforce profile) or a verified org-wide email address.
    2. In the User field, select yourself.
6. Enter the email addresses of recipients, separated by commas.
    
    If you’ve enabled compliance BCC emails, the BCC: field isn’t available.
7. To send alerts to opportunity owners, select **Notify Opportunity Owner**.
8. Click **Save**.

An opportunity triggers an alert when it reaches the threshold. If the amount or probability change, the opportunity triggers no additional alerts unless those values fall below the threshold and then reach the threshold again.

When a sales rep working in Connect Offline makes changes that push an opportunity to the threshold, the alert is sent when the data is updated.

#### See Also

- [Opportunity Fields](https://help.salesforce.com/s/articleView?id=sales.opp_fields.htm&release=264.0.0&type=5 "The fields for opportunities contain a range of information to help you track your pending and potential sales. Depending on your page layout and field-level security settings, some fields aren’t visible or editable.")
- [Set Up Organization-Wide Email Addresses](https://help.salesforce.com/s/articleView?id=sales.emailadmin_manage_orgwide_email_addresses.htm&type=5&language=en_US)
- [About Advanced Currency Management](https://help.salesforce.com/s/articleView?id=sales.administration_about_advanced_currency_management.htm&release=264.0.0&type=5 "Advanced currency management allows you to manage dated exchange rates within opportunities using Salesforce. Dated exchange rates allow you to map a conversion rate to a specific date range.")