Creating and Managing Alerts
This guide walks through creating and maintaining alerts in Maica Alerts. There are two ways to manage alerts depending on how widely they should appear: the Manage Alerts tab for org-wide alerts, and the Manage Alerts quick action for alerts on a single record.
Prerequisites: To manage org-wide alerts from the Manage Alerts tab, you need the Alerts Admin permission set, or a System Administrator profile. To display the alerts you create, the Alerts component must be added to the relevant Lightning record page.
For background on the concepts referenced here (styles, variants, targeting, and conditions), see the Maica Alerts Overview.
Adding the Alerts component to a page
Before any alert can be seen, the Alerts component needs to be on the record page for the target object.
Place the component
Open the record page you want in the Lightning App Builder (from a record, go to Setup then Edit Page).
Drag the Alerts component onto the page, usually near the top so alerts are seen first.
If you are using groups, set the Group property on the component to match the alerts it should show. Leave it blank to show alerts that have no group.
Save and, if needed, Activate the page.
Inline Alert and Modal style alerts appear through this component on the page. Toast style alerts also rely on the component being present on the page that the user is viewing.
Managing org-wide alerts
Use the Manage Alerts tab for alerts that should appear on every record of an object.
Open the Manage Alerts tab
Open the App Launcher and select the Maica Alerts app.
Select the Manage Alerts tab.
The screen lists existing alerts, separated into current alerts and a list of expired alerts whose End Date has passed.
Create an org-wide alert
From the Manage Alerts tab, choose to create a new alert.
Select the Target Object. This is the object whose records will display the alert.
Choose the Style (Alert, Toast, or Modal) and the Variant (Info, Warning, Error, or Success).
Enter the message. Use the rich text body for inline and modal alerts, and the plain text message for toasts. You can include merge fields such as
{!Name}.Set any optional targeting: Profiles, Start Date and End Date, Group, and a Condition.
Make sure Active is ticked, then save.
Because no specific record is selected, the alert applies to every record of the Target Object.
To check an alert before rolling it out widely, set a Start Date in the future or leave Active unticked until you are ready, then activate it when you want it to appear.
Managing alerts on a single record
Use the Manage Alerts quick action for an alert that should appear on one record only.
Open the quick action
Navigate to the record (for example an Account, Contact, or Opportunity).
Select the Manage Alerts action from the record's actions.
The screen shows alerts that are specific to this record. The Target Object and Target Record Id are set automatically to the current record.
Create a record-specific alert
With the Manage Alerts action open on the record, create a new alert.
Choose the Style and Variant.
Enter the message, including any merge fields.
Set any optional Profiles, Start Date, End Date, Group, or Condition.
Ensure Active is ticked, then save.
The alert now appears only on this record.
You can only have one active Modal alert per record. If a record already has an active Modal alert, Maica prevents you from creating a second and asks you to consolidate the message into the existing one.
Editing, activating, and deactivating
You can edit any alert from the same screen where it was created.
To change an alert, open it from the list, update the fields, and save.
To temporarily hide an alert without deleting it, untick Active and save. It stops displaying immediately but is kept for later.
To bring an alert back, tick Active again, making sure its date window still includes today.
Deleting an alert
To remove an alert permanently, delete it from the Manage Alerts list.
Deleting an alert cannot be undone. If you only want to stop the alert from showing for now, untick Active instead of deleting it.
Working with expired alerts
When an alert's End Date passes, it is treated as expired and moves into the expired list on the Manage Alerts tab. Expired alerts no longer display on records. To bring an expired alert back, edit it and extend or clear its End Date, then confirm it is still Active.
Common scenarios
Show a notice on every record of an object
Create the alert from the Manage Alerts tab and leave the record target unset
Show a notice on one specific record
Create the alert from the Manage Alerts quick action on that record
Show a message only to certain teams
Set the Profiles field to the relevant profiles
Run a notice only for a set period
Set Start Date and End Date
Show a message only when a record meets criteria
Add a Condition
Force users to acknowledge a message
Use the Modal style
Troubleshooting
The alert is not appearing. Confirm the Alerts component is on the record page, the alert is Active, today is within the Start and End dates, the viewing user's profile is allowed, and the Group on the component matches the alert's Group.
The alert appears on the wrong records. Check the Target Object and, for record-specific alerts, the Target Record Id.
A merge field shows as text instead of a value. Check that the field API name inside
{!and}exists on the Target Object.You cannot create a Modal alert. A record can have only one active Modal alert. Edit the existing Modal alert instead.
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