To get started with alerts, you’ll need to complete the Alert Setup.

  1. Locate and open the Alert Setup page via search.
  2. Select Apply Defaults. This will create commonly used settings for the processing and sending of Alerts (see Setting tables, pages, fields and events used for Alerts, 
  3. Specify the following fields.

Alerts Enabled

This checkbox enables the Alerts functionality. This monitors your system for changes and distributes notifications and emails to recipients.

Test Mode

This checkbox enables the Test Mode. This allows you to test the alerts to ensure they are working as you planned, by redirecting the alert to the Test Mode User ID, via the Test Mode Email Address. 

Default Templates (optional)

Specifies the default Alert Email Template for each Alert Trigger type, to be used when alert emails are sent to recipients.

For more information, see: