Monitoring Alerts in Salesforce bring Creditsafe monitoring changes into Salesforce as actionable data, so customers can trigger workflows or automated actions when changes such as scores, limits, directors, or payment indicators occur. or more guidance on how to enable Monitoring Alerts in Salesforce, please view this interactive demonstration. You can also follow the below steps: 


  1. In the Salesforce dashboard, click on the Settings tab
  2. In the Settings area, click on the Monitoring tab 
  3. You will be taken to the Monitoring Alert settings 
  4. Toggle to enable Monitoring Alerts. More alert settings will then become available for configuration
  5. You can configure the following: 
    • Publish Platform Events - When enabled, each alert is published as a Monitoring Alert platform event that integrations, Apex triggers or Flows can subscribe to. Published events count towards your org's platform event allocations. This is enabled by default
    • Store Monitoring Alerts - When enabled, each alert is saved as a Monitoring Alert Record linked to the matching Account, so alert history can be reviewed in Salesforce. Off by default
    • Alert Record Retention - This is the number of days to keep stored alert records before they're purged. Leave blank or 0 to keep them indefinitely
    • Detailed Logging Emails - When enabled, a detailed run report is emailed to the Error Reporting Email address after every run (not just when there's an error), including a breakdown of what happened for each portfolio. This is off by default
    • Error Reporting Email - This is the email address where any errors will be sent 
    • Monitoring Frequency - This can be set to daily or weekly 
    • Time of Day - This is the time of day you want alerts to be sent. This is set against your Salesforce org time zone
    • Select the Portfolios you want the Monitoring Alerts to apply to. This can be set for a maximum of 10 Portfolios 
  6. Click on Save on the top right of the page 
  7. You will be notified that the settings have been saved
  8. Click on the Monitoring Alert Records tab on the top of the page. Please note: This tab can be added by your Salesforce Administrator
  9. Your Monitoring Alert Records will be displayed here


When Monitoring Alerts are first enabled, Salesforce looks back 7 days for existing alerts, then tracks new alerts going forward.