What is big deal alert in salesforce

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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.

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.Jul 21, 2021

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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.

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What is threshold in Salesforce?

Threshold alerts are automated email notifications of a spike in post volume. The alert also indicates that post traffic reached or exceeded a defined threshold within a specified time span in Social Studio Automate. You can create an unlimited number of threshold alert templates.


How do I enable similar opportunities in Salesforce?

Enable and Configure Similar OpportunitiesFrom Setup, enter Similar Opportunities in the Quick Find box, then select Similar Opportunities.Click Edit.Select Enable Similar Opportunities .Select the fields or related lists that you want Similar Opportunities searches to match against, and then click Add.More items…


What is the stages of opportunity in Salesforce?

The default opportunity stages in Salesforce are: Prospecting. Qualification. Needs Analysis.


How do you track sales opportunities?

Creating a Dashboard to Track Sales OpportunitiesIdentify the metrics and KPIs you want to track in your sales opportunities dashboard.Determine the appropriate data sources for these metrics (Salesforce, Hubspot or Marketo, Google Analytics)Connect your data sources to Chartio.More items…•


What are Big Deal Alerts?

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!


Create a Big Deal Alert

Head over into Setup > Feature Settings > Sales > Opportunities > Big Deal Alert (or type “Big Deal Alert” in the quick find box!).


Classic Vs Lightning – Feature Parity

For a complete overview of feature parity between Salesforce Classic and Lightning, check out Lucy Mazalon’s post on Salesforce Ben “ Salesforce Classic vs. Lightning – Is Anything Still Missing? “


Published by Christine Marshall

Christine is the Salesforce Evangelist at Salesforce Ben. She is a 5 x certified Salesforce MVP, a regular speaker at Salesforce events, and leads the Bristol Salesforce Admin group. View all posts by Christine Marshall

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