Big Deal Alert in Salesforce. Your organization can use alerts that automatically send an email notification for opportunities with large amounts. Customize this alert to send an email when an opportunity reaches a threshold. Your threshold consists of an opportunity amount and probability.
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!
How do Bigbig deal alerts work?
Big Deal Alerts send automated emails to users when an Opportunity reaches or exceeds a certain threshold of Probability and Amount that you determine. You’ll select the threshold criteria, choose the sender, add a list of recipients and decide whether or not to alert the Opportunity Owner.
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.
