Client Services Salesforce

Creating a Client Alert

Updated on

Alerts have two functions: to alert all staff viewing a client's page to an issue or to alert the client to something.

This article describes how to create a Client Alert. To learn how to deactivate a Client Alert, click here.

From the Client's Contact Page.

1. Scroll to the Client Alerts section.

2. Click the Arrow Icon.

3. Click New.

4. Enter a short summary for the Client Alert Name.

5. Enter a detailed message for the Description.

6. Click Save.

The Client Alert has been created and now appears on the client's profile.

Alert! Alert!

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