Alerts & Notifications

Overview

You can configure alerts to notify you or your team members of events that require attention based on criteria configured in an alert. They are email-based alert notifications sent for records that have been added, modified, or deleted and meet the alert conditions. The notification includes a copy of the records. When you create a notification, you define who should receive it and under what conditions.

How to Set Up Alerts?

Follow these steps to generate an email alert when configured conditions are met for records in your Salesforce Org:

1. Login to your Vault account.

2. From the dashboard, click Setup and then click on your Salesforce Org.

1. Navigate to the Alerts tab and click Add Alert Rules.

1. On the Add Alert page, enter a Rule Name.

1. Choose the category: metadata or data.

   • Data: Select up to 10 object(s) from your Salesforce Org and define the alert threshold value. Email notification triggers when this value is met.

• Metadata: Choose up to 10 metadata members and define the alert value.

• Choose alert criteria — added, modified, deleted, or all.

• Vault evaluates alert rules daily at 01:30 AM UTC.

• Select alert recipients. The default is the Salesforce Org author in Vault. You can add more teammates:

  • Click Edit to choose additional recipients.

  • Click Apply after selection.

1. On the Add Alert page, review your configuration and click Submit.

1. The new alert appears under Alert Rules in the Alerts tab.

2. Triggered alerts display under the Alert History tab.

Editing Alerts

To modify an existing alert:

1. From the Setup Console, choose your Salesforce Org and click Alerts.

2. In Alert Rules, locate the alert and click the Edit icon.

3. In the Edit Alert window, apply necessary changes and click Submit.

Deleting Alerts

To delete an alert:

1. From the Setup Console, choose your Salesforce Org and click Alerts.

2. In Alert Rules, locate the alert and click the Delete icon.