Create a Big Deal Alert.
- Give your alert a name and tick ‘Active’!
- Select your ‘Trigger Amount’ and ‘Trigger Probability’.
- Set up the sender details.
- Decide who should get notified. You can add:
- Emails.
- CC Emails.
- BCC Emails.
- Opportunity Owner.
- In Setup, use the Quick Find box to find Big Deal Alert.
- Name the alert.
- To activate the alert when you save it, select Active or leave the option deselected and activate the alert later. ...
- Enter a threshold: a trigger amount in the corporate currency, and a trigger probability. ...
- Enter Sender settings.
How do I set up big deal alerts?
Head over into Setup > Feature Settings > Sales > Opportunities > Big Deal Alert (or type “Big Deal Alert” in the quick find box!). Give your alert a name and tick ‘Active’!
What are big deal alerts in Salesforce lightning experience?
Big Deal Alerts aren’t just something you need to know about to pass the Admin exam…they provide an easy automation option to alert key users about important deals, ensuring nothing gets missed! This nifty little feature didn’t make it to Lightning Experience originally, and to set it up, you would need to switch to Classic. Well no more!
Does big Deal Alert show up in debug logs?
Nothing is shown in debug logs related to big deal alert and no exception is shown in debug logs. did you made it's value to satisfies big deal alert threshold criteria. Yes it does. Does it have anything related to the portal user sharing settings?
Is there any way to get Big Deal Alert without UI?
As big deal alert is not available via API, we cannot do any changes without UI. I also voted for the idea, looks like a URL hack and javascript action could solve the problem but unsure of the execution.
How do I create a big deal alert in Salesforce?
Create a Big Deal Alert Head over into Setup > Feature Settings > Sales > Opportunities > Big Deal Alert (or type “Big Deal Alert” in the quick find box!). Give your alert a name and tick 'Active'! Select your 'Trigger Amount' and 'Trigger Probability'. Set up the sender details.
What is a deal alert?
Deal Alerts are personalized notifications that help you get the best price on the products you want. Great deals aren't necessarily available all the time and that's why we created Deal Alerts. You can set a Deal Alert for specific products, stores, brands, or categories.
What is threshold in Salesforce?
Threshold alerts are automated email notifications of a spike in post volume. The alert also indicates that post traffic reached or exceeded a defined threshold within a specified time span in Social Studio Automate. You can create an unlimited number of threshold alert templates.
What is big deal alert in Salesforce?
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%.
How do I set up a deal alert?
0:151:31How to Set a Deal Alert | Slickdeals 101 - YouTubeYouTubeStart of suggested clipEnd of suggested clipIf you're in our app find the icon at the bottom that says deal alerts. Let's say I'm looking for aMoreIf you're in our app find the icon at the bottom that says deal alerts. Let's say I'm looking for a Nintendo switch. I can type in the keyword for Nintendo.
What is a transaction threshold alert?
A threshold amount alert is the dollar amount that, if exceeded, will trigger an alert. If a transaction exceeds your defined amount, an alert will be delivered to your mobile device.
What Salesforce feature is used to send an email notification automatically for opportunities with large amounts?
Your organization can use alerts that automatically send an email notification for opportunities with large amounts. You can activate one opportunity alert for your organization. The alert message resembles the opportunity detail page including the page layout and language from a selected user.
How do you define threshold value?
The value of the threshold is defined by two factors: the trigger, and how long the threshold must have triggered for. For example, for the errors threshold, you might consider that the trigger is 5 errors per second. The duration might be 4 out of the previous 10 minutes.
What is a big deal alert?
Big Deal Alerts aren’t just something you need to know about to pass the Admin exam… they provide an easy automation option to alert key users about important deals, ensuring nothing gets missed!
When do big deal alerts send?
Big Deal Alerts send automated emails to users when an Opportunity reaches or exceeds a certain threshold of Probability and Amount that you determine.
Can you include other users in Salesforce?
What’s great is that you aren’t limited to just Salesforce license holders; you’ll manually type in the email addresses, so you can include other users in your business, even if they have no access to Salesforce.
What is bulk alert?
Object level alerts, or bulk alerts, make most sense for smaller teams and use cases like communicating a win across your entire organization to help build morale.
How many records are subscribed to #opportunities in Salesforce?
Click Next. The Salesforce app will tell you that #opportunities is subscribed to 0 record type and 0 individual records . Let's change that.
What is channel alert?
Channel alerts: Notifications of record- or object-level changes sent to a specific channel.
Do you get notifications when you assign Salesforce records?
By default, you receive a notification when Salesforce records are assigned to you. Time to manage your notifications to ensure that you’re in the know on all things that are important for your job.
