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19. How to configure Alerting?

Learning Objectives:-

This unit describes:-

  • Describe what is Alerting functionality?
  • Comfortably use Alerting.

Introduction:-

An alert is a type of user account that automatically sends email notifications based on rules and conditions. We can set the alerting rule on the interface level then this should be valid and overwrite the setting on integration if any exist.

What is Alert?

The alert setting on the integration level is used as a global setting in case the user forgot to set up an alerting rule on the interface level. If the user sets the alerting rule on the interface level then this should be valid and overwrite the setting on integration if any exist.

Interface level users set value this will overwrite the value on the integration level. If the user has not set anything on the interface level then take the value from the integration level. So the value on the integration level is like a default value for all interfaces which don’t have any alert rule.

We have a different type of alerting rules on the integration & interface level

  • Send Email SFDC User
  • CreateTask for User
  • Send Email External Mails
  • Chatter group Name

1. SendEmail SFDC User:-

Users can set up the alerting function to get an alert whenever an Interface runs into error status. Users can specify an email address where the alert will be sent setup one more email address open the integration or the Interface and edit the part ‘Alerting setup’. Choose the user and specify the email address.

  • Alert mail sent to this recipient/support shoot an alert mail.

 2.  Create Task for user:-

We can create a task for the user if there is an error encountered by simply specify the user.

As we can see today’s tasks created for user “Shweta Test”.

3. Send Email External mails:-

We have to specify an external email address.

After that, the alert mail will be sent to the recipient

 Salesforce provides a limit to add 5 external id.

4. Chatter Group Name:-

Chatter is used to notify the user by posting a failed message to Chatter Group by addition email alert. Users can specify the Chatter Group on Integration as well as Interface level.

Suppose we have 3 interfaces related to logistics and 4 interfaces related to Order then the user creates 2 different Chatter Groups related to logistics and Order. The user has to specify the Chatter Group on the Interface and If any error encountered apparently simultaneously error message is posted to the corresponding Chatter Group.

 

Create Chatter Group:-

Great after creating the new Chatter Group we need to specify the Chatter Group name on the interface as far as the concern of Integration Level. Whenever any error encountered, the error message is posted to the corresponding Chatter Group.

Here we can see the error message in our Chatter Group.

On Interface level users set the value this will overwrite the value on the integration level. Whenever a user has not set anything on the interface level then catch the value from the integration level. So the value on the integration level is like a default value for all interfaces which don’t have set alert rule.

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