Event-Based Alert
Event-Based Alerts are used to show an alert with respect to any event that happens in the CRM.
For example, the user wants an alert notification to be shown to all users in CRM once a new Account or Lead record is created. In order to achieve this, the user has to follow the steps given below:
  • Enable entity configuration for ‘Account’ entity.
  • Navigate to Advanced Settings --> Processes --> Create New process.
  • Fill the following details and click on OK.
    • Enter a relevant name for the process •
    • Select the category as ‘Workflow’ and Entity as ‘Account’.
  • Select the event on which you want the notification to created.
  • Now create a record of ‘Notification Request’. For this, select Add Step --> Create Record --> Select ‘Notification Request’ from the dropdown.
  • Click on ‘Set Properties’.
  • Fill in the following details:
    • Name – Enter some valid name for the Notification Request record.
    • Message Text – Enter some valid text (You can also select dynamic value).
  • Select the above field and click on ‘Add’ button to add it in the Message Text field.
  • Click OK. You will see the dynamic value is set to the ‘Message Text’ field. Similarly add Dynamic values in ‘Name’ field.
  • Fill in the following details:
    • Alert As - Pop up (To display an alert in the form of pop up notification)
    • Alert Level - Warning/Critical/Informational depending on user’s requirement
    • For Notification Associated With Field - You will have to select a dynamic record URL of the entity on which you want to show the notification. In this scenario, we want a notification to be shown on the Account entity, so we will select the Record URL of the Account entity.
  • Click on ‘Add’.
  • For the ‘Notification Audiences’ you can select dynamic users like Owning User of the record as well as the Manager of the Owning User as shown in Include Users field.
  • Once details are filled, click on ‘Save and Close’ and then activate the workflow by clicking ‘Activate’ button.
To know more about Event-Based Alert, please click here.
Last modified 1yr ago
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