---
schema_version: "1"
id: 68b71107e9e47a55d0861b465a1c3340376e922ea86782b389a9288b90df3bc0
title: Record Alerts in Loyalty Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/loyalty_record_alerts.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.loyalty_record_alerts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7471161c4baab251818e229964b1cffa49206c1c48d98047497656ac4a365797
description: 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.
products:
  - Loyalty Management
release: "264"
---
# Record Alerts in Loyalty Management

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

<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 in&nbsp;<strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Developer</strong>, and&nbsp;<strong>Unlimited</strong>&nbsp;Editions that have Loyalty Management, Financial Services Cloud, Industry Service Excellence, and OmniStudio enabled</td></tr></tbody></table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_important.png)

Important Only orgs that have both Loyalty Management and Financial Services Cloud enabled support record alerts for Loyalty Program Member and Transaction Journal records.

- **[Assign Users Permissions for Record Alerts](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_record_alerts.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_record_alerts.htm&release=264.0.0&type=5)**  
    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:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d48421e127">Task</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d48421e130">Permission sets required</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d48421e127 ">To add the Flexcard component on Loyalty Program Member and Transaction Journal
                records:</td>

              <td data-label="Permission sets required" class="slds-cell-wrap" style="vertical-align:top;" headers="d48421e130 ">
                <ul>
                  <li>OmniStudio Admin</li>

                  <li>Industry Service Excellence</li>

                  <li>Loyalty Management</li>

                </ul>
                <p style="margin-bottom:0;">The user also requires the Customize Application permission.</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d48421e127 ">To create and view record alerts for Loyalty Program Member and Transaction
                Journal records:</td>

              <td data-label="Permission sets required" class="slds-cell-wrap" style="vertical-align:top;" headers="d48421e130 ">
                <ul>
                  <li>Industry Service Excellence</li>

                  <li>Loyalty Management</li>

                </ul>
              </td>

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

#### See Also

- [Salesforce Help: Person Accounts_Salesforce Help_: Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_sets_overview.htm&type=5&language=en_US)
- [Salesforce Help: Person Accounts_Salesforce Help_: OmniStudio Permission Sets Licenses](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_permission_sets_licenses.htm&type=5&language=en_US)

## 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](https://help.salesforce.com/s/articleView?id=ind.record_alerts.htm&type=5&language=en_US) in the Industries Common Features Guide.