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Customer Support

Overview of Notifications Settings

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Required User Credentials

[Flosum User] - Backup & Archive license with App Settings permissions

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Overview

Each of your Salesforce Organizations has its own Settings page that can be configured independently. The Settings page is divided into three tabs: General, Notifications, and Integrations. This article focuses on the settings within the Notifications tab. For instructions on the other tabs, refer to the following articles.

The Notifications tab lets you configure your tenant’s notifications for the selected Salesforce Organization. Notifications are divided into three sections: Recipients, Default Notifications, and Custom Notifications.

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Notifications Settings

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Access Notifications Settings

Below are instructions for accessing the Notifications Settings and a brief overview of each section.

  1. Click Settings from the sidebar menu.

  2. Click the Organization to change settings for.

  3. Click the Notifications tab.

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Recipients

You can add, edit, and remove email addresses to the list of recipients to receive notifications. Any recipients added here will receive email notification for all selected default and custom events.

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Add Recipients

  1. Click Add More to add an email address.

  2. Enter the recipient’s email address in the text box.

  3. (Optional) Click Add more to add more emails if needed.

  4. Click Save to apply any changes.

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Remove Recipients

  1. Remove recipients from the list by clicking the minus “-” symbol next to their email address.

  2. Click Save to apply any changes.

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Default Notifications

Enable default notifications for job Starts, Completions, and Aborts.

Event
Description

Job Started

Notification is sent when a backup, archive, restore, export, or search job starts.

Job Completed

Notification is sent when a backup, archive, restore, export, or search job finishes.

Job Aborted

Notification is sent when a backup, archive, restore, export, or search job is aborted.

  1. Check or uncheck any of the Default Notifications.

  2. Click Save.

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Custom Notifications

Custom Notifications enable you to select specific objects and events for which you want to receive notifications. This is useful for monitoring particular object-level changes, such as spikes in new records, updates, or deletions. Each rule is evaluated after a backup has completed.

Notification is sent if the Object meets the Criteria for the Action.

Field Number
Category
Description

1

Object

The Salesforce object to monitor for the following condition. (e.g., Account, Opportunity)

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Criteria

Select whether the object is More than or Less than the threshold.

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Criteria

Value of the criteria’s threshold.

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Criteria

Select whether the threshold is in Records or Percentage.

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Action

Select the type of action for the Object: Added, Changed, or Deleted.

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Add Notification

  1. Click Add More to add a custom notification.

  2. Configure the notification to meet your needs.

  3. (Optional) Click Add more to add more custom notifications if needed.

  4. Click Save to apply any changes.

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Remove Notification

  1. Remove notifications from the list by clicking the minus “-” symbol.

  2. Click Save to apply any changes.

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Custom Notifications History

The Custom Notification History table records each instance when the custom notification criteria were met. To view the backup or archive job that triggered the notification, click the link in the Job column.

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