Working with notifications and alerts

Status notifications are generated for the four objects that display on your Dashboard. To view or modify these objects, see Customizing the Dashboard.

Spanning allows you to select daily or weekly emails for status notifications.

To enable status notification emails

1. Log in to Spanning Backup for Salesforce.
2. Click Settings.
3. In the Notification section, click Edit Settings.
   
4. Add the email address of the admin user or distribution list that will receive status notifications.

NOTE  The email address you enter here is also used for rule-based alerts.

5. Set the frequency of email notifications to Daily or Weekly.
6. Click Save.
   

Spanning sends email notifications related to payments and renewals. To prevent the account from accidentally expiring and putting your data at risk because of delays with payments and renewals, Spanning recommends using an email distribution list for billing notifications.

To modify the email address for billing notifications

1. Log in to Spanning Backup for Salesforce.
2. Click Settings.
3. In the Notification section, click Edit Settings.
   
4. Edit the email address of the admin user or distribution list that will receive billing notifications.
5. Click Save.
   

Spanning can post the status of your backups, restores, and exports directly to Chatter.

To enable Chatter posts

1. Log in to Spanning Backup for Salesforce.
2. Click Settings.
3. In the Notification section, click Edit Settings.
   
4. Check the Post Spanning Backup Events to Chatter option.
5. Select whether you would like the Chatter posts to show up in My Chatter Feed or in a specific Chatter Group. For the Chatter Group option, select a group from the list.
6. Click Save.
   

Use the rule-based alerts feature to set up custom alerts to notify admins of unusual Salesforce activity, which could be an indicator of malicious events, data corruption, or a failed integration.

As a Spanning Backup for Salesforce admin, you can set alerts when there is significant activity (adds, deletes, modifications) on any object type.

You can set these types of alerts:

• Absolute alerts – Use to be notified when the number of objects added, deleted, or modified goes over or under a preset number. For example, you could set up an alert to notify you when 200 or more accounts are deleted. Or, if you have an integration that normally updates all your accounts every night and want to be alerted if it stops working, you could set an alert to notify you when the number of account updates is too low.
• Relative alerts – Use to be notified when the number of objects deleted, modified, or added goes up or down versus the previous backup— either by a specific number of objects or by a percentage. For example, if you want to spot unusually high deletion activity on contacts, you could set an alert to notify you when the number of contact deletions noted in the most recent backup increases by at least 20% versus the previous backup.

When a backup completes, Spanning Backup totals the number of objects added, deleted, modified, and undeleted for each object type. Then, based on the alerts you have configured, Spanning sends an email or post in Chatter for each alert condition that was triggered.

Alerts are sent to the email address specified in the Notification > Status Report Preferences > Email field. To view or modify this email address, see Status notification emails. Alerts are also posted to Chatter (if enabled).