Best Practices

10 Must-Have Salesforce Alerts to Boost Sales Productivity

December 12, 2023

Banner introducing automated salesforce alerts for high performing revenue ops teams

Revenue operations teams live and breathe Salesforce data. Having timely access and insights into that data is what drives efficiency and results. However, Salesforce's native reporting capabilities can make it difficult to stay on top of the key information that matters most.

That's where automated Salesforce alerts come in.

Alerting supercharges revenue ops by enabling teams to proactively monitor Salesforce data. No longer restricted to manual reports, revenue ops can instead receive real-time notifications to accelerate response times. But basic email alerts have their limitations as well. True Salesforce alerting should integrate seamlessly across platforms and be tailored to specific team needs.

In this article you will learn:

  1. The top use cases for Salesforce alerts to improve revenue ops workflows
  2. How to integrate alerts across multiple channels like email, SMS, and chat apps
  3. How easy it is to create customized alerts without coding skills
  4. How a unified & end-to-end alert monitoring solution can drive productivity gains for your teams.

What are Salesforce Alerts?

Salesforce alerts are automated notifications that can give your team a heads-up when important stuff happens in Salesforce. For example, you could get a Slack message when a hot lead lands or an email when an opportunity is closing soon.

The alerts let your team take action right away instead of having to constantly log in to check reports. No more exporting data just to dig through it later! Alerts save massive amounts of time.

Out-of-the-box, Salesforce only enables basic email alerts tied to individual objects. Handy, but limited:

  • Just email notifications
  • Rules can't get too fancy
  • No way to check past alerts
  • Everything's disjointed

While native SFDC alerts are a start, they just don't cut it for efficient, customized workflows.

Next-level solutions enhance native capabilities for robust, tailored automation that keeps your whole revenue squad in sync. I'll unpack all of that throughout this article! The key is alerts that work for YOUR team.

Top 10 Salesforce Automation Use Cases for Rev Ops/Sales

1. Adoption Drop Alerts

Get notified automatically when product usage metrics show declining monthly active users across your customer base. Customer success teams can spot adoption trend issues early and promptly intervene with re-engagement campaigns instead of waiting for manual report reviews.

Pro Tip: Create an account formula field calculating monthly active usage to monitor adoption health.

2. Customer Promise Deadline Warnings

Receive alerts as projection milestone dates for customers approach or are missed, allowing sales teams to adjust expectations accordingly. No more last-minute scrambles to meet tight timelines.

Pro Tip: Build custom objects tracking promise deadlines and feeding notifications as due dates draw near.

3. Deal Velocity Tracking

Automatically identify opportunities not updated in 14+ days so revenue teams can dig into stuck deals early. Analytics on plateaued pipeline stages guides prioritized sales intervention before deals stagnate indefinitely.

Pro Tip: Simple “Days Since Last Update” formula fields easily uncover dormant opportunities by time elapsed.

4. Automated Renewals Workflows

Get ahead of subscriber churn by having renewal tasks like outreach cadences automatically orchestrated based on upcoming renewal date alerts. No more last-minute scrambles attempting to retain customers.

Pro Tip: Create custom object tracking renewal date fields or leverage native contract object functionalities.

5. Discount Approval Triggers

Ensure sales reps get appropriate sign-off before proposing steep discounts on deals. Configurable rules can require manager vetting when discounts hit certain percentages or deal sizes - preventing profit margins from taking a hit.

Pro Tip: Set up automated approvals in Salesforce based on the size of discounts to maintain guardrails before finalizing deals.

6. Data Hygiene Alerts

Outdated contact records in CRM mean missed targets. Automated notifications can regularly flag stale data to prompt cleaning - improving accuracy and making sure opportunities don't slip through the cracks.

Pro Tip: Schedule recurring data freshness checks and alerts so accuracy never falls off over time.

7. Product Error Spike Alerts

Get ahead of customer issues by tracking system failures in software logs. Rules looking for upticks can automatically flag potential problems allowing teams to address reliability hiccups before users complain.

Pro Tip: Connect error-tracking software event streams into Salesforce with anomaly detection guardrails customized to failure rates.

8. Activity Update Reminders

Don’t let deal timelines get scattered. Automated reminders can nudge reps to log meetings, calls, and tasks keeping opportunity records organized for entire teams to stay aligned on moving deals forward.

Pro Tip: Locale enables auto-logging activity with AI meeting summaries for one click updating directly within reminders.

9. Lead Response SLA Tracking

Automated alerts ensure high-value inbound leads get prompt replies within response time SLAs. Configurable rules watch response metrics protecting against losing promising opportunities that new contacts expect rapid engagement.

Pro Tip: Create priority SLA tiers using lead rating picklists that trigger alerts only for priority contacts when exceeded.

10. High-Value Account Alerts

Tactically receive notifications on an acquisition of whale logos or key customers based on account signals like industry, size, or technology profile fit. Enables mobilizing expansion resources in advance for VIP onboarding.

Pro Tip: Define formulas grading account strategic value for automated alerts on outreach to prioritized targets.

Connect Your Salesforce Data to the Tools You Already Use

Getting Salesforce automated alerts is just the first step. But notifications in a vacuum hardly provide any value. As leaders, we know our teams rely on multiple apps daily - Slack, email, and calendars. We can't expect them to catch a Salesforce alert in time to keep deals at risk. Revenue doesn't wait for delayed responses.

But native Salesforce notifications only deliver plain email alerts that are easy to overlook in crowded inboxes.

With connectors, you can embed automated Salesforce alerts seamlessly across the platforms your reps use daily. So whether they are in Slack negotiating a deal or texting a customer from the field, important notifications are never missed.

Let's check out a few ways connectors can upgrade native alerts.

Streamlining Team Communications

1. Slack App

Embed automated alerts directly in Slack channels for seamless communication and collaboration. @mention stakeholders in notifications for rapid response.

To Setup:

Install Slack App Directory package. Map alert fields to message templates and target key channels for instant collaboration.

Sample Alert:

Screenshot showing alerts for streamlining team communication to Slack

2. Webex

Connect events like lead assignments to Webex rooms for seamless collaboration.

To set up:

Utilize Webex APIs or interface triggers to connect alert events to rooms. @mention users for real-time visibility into critical notifications.

Sample Alert:

Screenshot showing alerts for streamlining team communication to Webex

Enabling Mobile Notifications

1. Twilio:

Set up SMTP SMS alerts delivering notifications directly to mobile devices even when out of the office. Requires configuring Twilio credentials.

To set up: Sign up for a Twilio account, get a phone number, and then configure SMS preferences in Salesforce notification settings powered by Twilio.

Sample alert:

Screenshot showing alerts for enabling mobile notifications via SMS setup with Twilio

2. Microsoft Teams

Enable personal mobile alerts to stay on top of updates on the go. Leverage Teams webhook connectors to route notifications.

Linking Your Existing Systems

1. Create Zendesk Service Cases From Alerts

For risk escalations needing support, dynamically create associated Zendesk cases using field mappings between the two systems. Agents can instantly access linked case details.

To set up: Utilize Zendesk's pre-built Salesforce integration or API triggers mapping lead risk data to case templates

Sample Alert:

Screenshot showing alerts created from Zendesk Service Cases

2. Use Netsuite Connectors for real-time event updates

Utilize prebuilt ERP connectors or APIs to align order alerts with finance workflows. Advanced options are possible.

To set up:

Utilize pre-built ERP connector for real-time synchronization of revenue event notifications.

Screenshot showing alerts for realtime updates via Netsuite connectors

Setting Up Salesforce Alerts with Locale - effortlessly

Locale helps revenue teams like yours get more from Salesforce by setting up automated alerts...without relying on developers or IT queues. It works by sitting on top of systems you already use daily. Locale lets anyone turn Salesforce into a smart command centre with easy-to-use tools that offer:

User-Friendly Configuration

Adjust notification rules, logic flows, and delivery preferences on your own with just a few clicks - no coding required.

Multi-Channel Delivery

Send critical alerts across the channels that work for each use case - email, SMS, Slack, Teams etc.

Customizable Rules

Fine-tune the exact thresholds, field combinations and conditions that trigger each automated alert.

Proactive Reporting

Schedule reports with relevant KPIs to distribute automatically on chosen cadences instead of stale manual exports.

The Locale Advantage for Salesforce Alerting

  • Unified Monitoring: Locale acts as a central hub for all alerting needs, ensuring consistency across tools.
  • Orchestration Layer: Seamlessly integrates with your tech stack, providing a cohesive operational flow.
  • Data-Driven Insights: Access analytics and historical alert data for informed decision-making.
  • Universal Command Centre: Easily find and manage alerts with Locale's universal search feature.

The goal? Helping your squad work smarter by getting key updates delivered wherever they work. No more chasing data or missing insights.

With Locale, you can automate key processes in just minutes with a click-based setup instead of waiting on IT tickets. It's designed hands-on for go-getters, not just technical experts.

Conclusion

Tapping into the full potential of Salesforce goes beyond native tools. To transform workflows, accelerate responder rates, and unlock 360 visibility, a dedicated orchestration layer purpose-built for revenue teams is needed.

Illustration depicting how quicly users can connect their data source to quickly set up alerts on Locale's platform

Locale overlays on top of your Salesforce, structuring notifications, metrics, and workflows already in play while connecting the broader stack into an automated, insight-driven command centre.

If you're looking to enhance your Salesforce and existing revenue stack without engineering complexity, Locale is purpose-built for results at scale.

Get Started With Locale:

Sign up for a free customized demo or Schedule a consultation to talk to us. Our team of experts can map out a game plan identifying high-ROI scenarios for automation across your current solutions - whether starting from scratch or enhancing existing builds. Locale guides you through optimized setup capturing ROI from week one.

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