# Alerts & Notifications

### Overview <a href="#overview" id="overview"></a>

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? <a href="#how-to-set-up-alerts" id="how-to-set-up-alerts"></a>

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**.

<figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FNwozLi75IJFwiY3XldkG%2Fimage.png?alt=media&#x26;token=49436d2a-c3c9-4e8d-a10d-e1b88fdd5e5b" alt="Setup page for selecting Salesforce Org in Vault" width="563"><figcaption><p>Selecting Salesforce Org from Setup</p></figcaption></figure>

3. Navigate to the **Alerts** tab and click **Add Alert Rules**.

<figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2F5TDRvFBiJXJOwLt9yh86%2Fimage.png?alt=media&#x26;token=50fafa1f-927d-4496-a0ac-3b6855692750" alt="Add Alert Rules button under Alerts tab" width="563"><figcaption><p>Adding alert rules</p></figcaption></figure>

4. On the **Add Alert** page, enter a **Rule Name**.

<figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FKRhh4xdpv5clseRbopRn%2Fimage.png?alt=media&#x26;token=7d661814-48f9-436b-81ea-eb9dc06ce328" alt="Entering rule name for alert" width="560"><figcaption><p>Rule name entry</p></figcaption></figure>

5. Choose the category: **metadata** or **data**.
   * **Data:** Select up to 10 **object(s)** from your [Salesforce Org](https://knowledgebase.autorabit.com/~/revisions/0K2jY2XSwb6jRDAMxR9o/product-guides/vault/configuring-vault/registering-salesforce-org) and define the **alert threshold value**. Email notification triggers when this value is met.

<figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FyUuRb709zBFYNde5R08X%2Fimage.png?alt=media&#x26;token=208cbbc7-5210-4ff8-8cba-38d12b89ad08" alt="Data alert configuration in Vault" width="554"><figcaption><p>Configuring data-based alerts</p></figcaption></figure>

* **Metadata:** Choose up to 10 [metadata members](https://www.autorabit.com/blog/the-role-of-metadata-in-devops-for-salesforce/) and define the **alert value**.

<figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2Fe5zpa8JPperov4dVR4hT%2Fimage.png?alt=media&#x26;token=f3f3e2d1-6d04-411b-a532-15f967563426" alt="Metadata alert configuration in Vault" width="559"><figcaption><p>Configuring metadata-based alerts</p></figcaption></figure>

* 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.

<figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FkmPpdrosteQ6ePXd5XQT%2Fimage.png?alt=media&#x26;token=87315013-52d9-4020-8690-060a14cf9d64" alt="Selecting alert recipients in Vault" width="559"><figcaption><p>Selecting recipients</p></figcaption></figure>

<figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FNwbVDe7MblTbjIjGU6fe%2Fimage.png?alt=media&#x26;token=6ce5c646-c816-4cbf-8196-fe2304e8875f" alt="Apply button to confirm recipient selection" width="563"><figcaption><p>Applying recipient selections</p></figcaption></figure>

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

<figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FwOl8fJELX31vzKNvi57h%2Fimage.png?alt=media&#x26;token=d6c80afb-505d-46dc-93a7-f56edf189c25" alt="Submit alert configuration in Vault" width="558"><figcaption><p>Submit the alert</p></figcaption></figure>

7. The new alert appears under **Alert Rules** in the **Alerts** tab.
8. Triggered alerts display under the **Alert History** tab.

### Editing Alerts <a href="#editing-alerts" id="editing-alerts"></a>

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**.

<figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2Foek5oFbZcQkQwuNVarji%2Fimage.png?alt=media&#x26;token=421bb9e3-aef8-4e8b-9176-b31efbcf6048" alt="Editing an alert rule in Vault" width="563"><figcaption><p>Editing an alert</p></figcaption></figure>

### Deleting Alerts <a href="#deleting-alerts" id="deleting-alerts"></a>

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.

<figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FOYXhyRdbdncnBbFvPEAH%2Fimage.png?alt=media&#x26;token=e07dbc9f-dfe2-456c-8a75-c5a13abafe24" alt="Deleting an alert rule in Vault" width="563"><figcaption><p>Deleting an alert</p></figcaption></figure>
