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Alerts - Soft Validation Rules

Pop-up warning message on record save when conditions are met.

Overview

  • Integrates with standard record forms in Lighting, for both Standard & Custom Objects on classic page layouts & dynamic forms.

  • The Alert Rule Wizard makes building the criteria for Alerts to fire super easy and simple.

  • Built-in tools help Admins enforce the usage of the Chrome browser extension.

Be sure to download the chrome extension here: https://chrome.google.com/webstore/detail/clpfiieikbellfcehjkhliopcmdbcpcj Soft validation rules are here! Alerts allow admins to configure conditions that prompt messages for the user to confirm prior to saving or creating a record on a STANDARD record layout. A real pop up window that appears before any system automations or validation run. No more messy checkbox + validation rule workarounds. The Salesforce app works in tandem with a chrome extension to allow Admins to configure conditions and generate a pop up message for business users on record save. Salesforce Managed Package • "Alert Rule" Custom object that stores the alerts that run for users • Wizard that allows admins to configure Alert Rule conditions easily • Tools to help Admins enforce the usage of the chrome extension for users Chrome Extension • Evaluates the configured Alert Rules targeted for the running user • Generates the pop up window on save operations within standard record forms • Allows users to continue or cancel save operations after prompting them with a custom message

Categories

Business Needs
Admin & Developer Tools
Data Management
Data Cleansing
Personas
Administrator
Designer
Developer
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder

More from

  • Run, save, and export reports for Enhanced Notes related to any Object in Lightning. • Schedule emailed reports • Full rich text content of enhanced notes • Filter on parent record & keywords • Save report result snapshots & filters • Download reports