Set Up Big Deal Alerts for Opportunities #inSalesforce

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Set Up Big Deal Alerts for Opportunities


Using this, you can send auto email to users whenever an opportunity reaches a threshold of amount and probability.

or

This is an automated email that includes a snapshot of an opportunity that has reached a given threshold. You can set your threshold by entering a trigger amount and probability. The email will be sent when both triggers are met or exceeded.



Example:

Set the threshold to trigger an alert when opportunities of $500,000 or more reach a probability of 90%.

The alert is a plain-text email rendered in the corporate language and using the corporate currency setting.


Steps:

  • Setup
  • 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.
  • When you activate the alert, emails are immediately triggered for all open opportunities that meet the threshold.
  • Enter a threshold: a trigger amount in the corporate currency, and a trigger probability.
  • Enter Sender settings.
  • Enter the name and email address you want to show in the From field of the email
  • The email address must be your own Salesforce email address or a verified org-wide email address
  • In the User field, select yourself
  • Enter the email addresses of recipients, separated by commas
  • To send alerts to opportunity owners, select Notify Opportunity Owner
  • Save


Visual : https://www.youtube.com/watch?v=ZZ9i7rBFsYI


Reference:

https://help.salesforce.com/s/articleView?id=sf.activating_big_deal_alerts.htm&type=5

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