Types of Saved Searches Available for Alerts

Email alerts are not available for all types of saved searches, for record types with more frequently changing, time-sensitive data. The following types of saved searches support email alerts:

• Campaign

• Case

• Contact

• Customer

• Employee

• Event

• Issue

• Item

• Project (if you enable Project Management)

• Opportunity

• Partner

• Phone Call

• Solution

• Task

• Transaction

• Vendor

Note:

Alerts are sent when a new record of the selected type is created or an existing record of the selected type is edited directly. Alerts are not sent when records are changed as a side effect of other record types being created or edited.

Related Topics

• Saved Search Email
• Enabling Saved Search Scheduled Email
• Canceling Scheduled Saved Search Emails When No Results
• Enabling Saved Search Email Alerts
• Setting User Preferences to Receive Saved Search Alerts
• Defining the Sender for Saved Search Email
• Defining Recipients for Saved Search Email
• Customizing Saved Search Email Content
• Sending Summarized vs. Single-Record Results

General Notices