Creating a Portfolio

1. In the Salesforce dashboard, click on the Monitoring tab
2. Click the Create Portfolio button on the right of the screen
3. Enter a name for the portfolio
4. Click Submit
5. The Portfolio has now been created

Configuring Monitoring Rules

1. Within the Portfolio, click on the Rules tab
2. Configure the Global Notification Alerts you want to use:
   • Tick to select the rules you want to configure
   • Some rules will require additional configuration to be set (e.g. International Score)
   • Rules that are enabled will be highlighted in green 
3. Configure Local rules:
   • Your home country will automatically be set by default to enable local rules, however if you want to select another country, click on the chevron next to the country name and search, then select your country
   • Tick to enable local rules
   • Some rules will require additional configuration to be set
   • Different countries will have different Local Rules available 
   • Rules that are enabled will be highlighted in green
4. Once rules are enabled, this will automatically be saved

Configuring Email Alerts

1. Within the Portfolio, click the Email Alerts tab.
2. Toggle to enable Monitoring Emails for the portfolio
3. Select the desired email frequency
4. Choose the recipients who should receive alerts
   • If an email address is not listed, you can add this manually 
   • If a recipient is selected, they will be highlighted in green 
5. Verify all required recipients are selected.
6. Click the blue Save button on the top right of the screen 

Adding Companies to a Portfolio

Please note: Accounts need to be matched to be added to Monitoring

1. Within the Portfolio, select the Companies tab
2. Review the list of companies currently in the portfolio.
   • If no companies have been added, the list will be empty.
3. Navigate to your Salesforce accounts
4. Search for the required Salesforce Accounts or use a pre-defined list of Accounts (e.g. Recently Viewed)
5. Select the accounts to add, you can multi-select Accounts to add several companies to the Portfolio
6. Click the Add Accounts to Portfolio button on the top right of the screen 
7. Select the Portfolio you want to add from the drop-down list 
8. Confirm the notification email address
9. Click the Submit button
10. The import process will now begin. This can take a few minutes to complete 
11. Return to the Monitoring area and select the Portfolio from the drop-down list on the right of the screen
12. Open the Companies tab within the Portfolio 
13. The Companies should now be visible in the Portfolio

Adding to Monitoring from a Salesforce Record

1. Open the Accounts tab in Salesforce
2. Search for the Account you would like to Monitor
3. From the account record, click Add Account to Portfolio on the top right of the screen
4. Select the portfolio to which the account should be added from the drop-down list 
5. Click Submit
6. Return to Monitoring and open the Portfolio from the drop-down list
7. Click on the Companies tab
8. The Account should now be visible in the Portfolio