Keep your teams in the loop when something important changes. Record Alerts instantly notify users when key updates happen in Salesforce — like a new case landing, a task being assigned, or a deal moving forward. You decide what to track, who needs to know, and how they’re alerted.

Walkthrough: Closed Won Opportunity Notification

Let's walk through a step-by-step guide to building an automation that notifies an Opportunity owner's manager when a deal over £50K is won.

1. Go to the Act On It Lightning app and select the "Message Automation" tab.
2. Click "New" and select the "Event Notifications" option.
3. Give the automation a name (e.g. "Big Deal Alert") and description (e.g. "Notify manager when a high-value Opportunity is won").
4. Select "Opportunities" as the record type to track, and click "Next". 

Note - Admins can enable notifications for custom objects too.

Define the event to trigger the notification:

• Select when Opportunities are "Updated" as the trigger event.
• Choose "Stage" as the updated field.

• Conditions allow you to fine tune which record changes will trigger a notification. 
• Click "Manage Conditions". 
• Add conditions to only notify when:
  • Stage changes to "Closed Won"
  • Amount is greater than $50,000

• Click "Confirm" and "Next".

Choose who to notify. You can notify any combination of users, queues, roles, groups and related users:

• Select "Add Or Remove".
• Select the "Related Users" tab.
• Choose "Owner >>> Manager" to notify the Opportunity owner's manager.
• Click "Confirm" to add to the list, "Confirm" to submit the changes, and "Next".

Configure the message that will be sent:

• Search for an existing Message Type or create a new one. Existing types can be reused across automations. Click here for details on creating a new Message Type.
• Expand "Customize your message" to edit the message for this specific automation.
• Optionally add merge fields to personalize with record data. E.g. add Opportunity Owner name and Amount to the alert message.
• Preview how the message will look by firing a test message.
• Click "Next" to proceed.

Review the summary:

• Confirm the alert, recipients and event logic are correct.
• Return to a previous step to make any changes.
• Click "Yes, Save Message Automation".

Your automation is now active. Managers will be notified whenever an Opportunity with the Amount greater than £50,000 is updated to 'Closed Won'. Messages delivered will be visible under the 'Messages' tab of the Act On It Lightning Application.

For details on finding and fine tuning your automation, click here.