Notify your customer service reps whenever you want the reps to act on a change in a member’s profile or on a new transaction journal. For example, you can alert a rep to issue a voucher on a member’s birthday or to validate a transaction that’s above the average transaction value for a member.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions that have Loyalty Management, Financial Services Cloud, Industry Service Excellence, and OmniStudio enabled |
- Assign Users Permissions for Record Alerts
Record Alerts are shown on the Flexcard component in Loyalty Program Member records and Transaction Journal records. Users require specific permissions to add the Flexcard component on record pages, to create record alerts, and to view record alerts - Set Up and Create Record Alerts
Set up the components required for record alerts, including OmniStudio FlexCard components and integration procedures, custom severity values, and alert categories.
Assign Users Permissions for Record Alerts
Record Alerts are shown on the Flexcard component in Loyalty Program Member records and Transaction Journal records. Users require specific permissions to add the Flexcard component on record pages, to create record alerts, and to view record alerts
The permissions required to work with Record Alerts are:
| Task | Permission sets required |
|---|---|
| To add the Flexcard component on Loyalty Program Member and Transaction Journal records: |
The user also requires the Customize Application permission. |
| To create and view record alerts for Loyalty Program Member and Transaction Journal records: |
|
Set Up and Create Record Alerts
Set up the components required for record alerts, including OmniStudio FlexCard components and integration procedures, custom severity values, and alert categories.
For detailed information see, Record Alerts in the Industries Common Features Guide.