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Momentum Monitor

Momentum Monitor – Salesforce App: Installation & Configuration Guide

What is Momentum Monitor?

Momentum Monitor is a free and powerful AppExchange solution designed to monitor the absence or low trends of record creations, helping businesses stay proactive with their Salesforce data.

Momentum Monitor - Salesforce Free App
Momentum Monitor – Salesforce Free App

How to Install Momentum Monitor

Momentum Monitor – Salesforce App is free and available on the Salesforce AppExchange. Follow these steps to install it:

  1. Go to the AppExchange Listing: Visit Salesforce AppExchange and search for “Momentum Monitor.”
  2. Click “Get It Now”: Choose whether to install it in a production or sandbox environment.
  3. Log in to Salesforce: If prompted, log in with your Salesforce admin credentials.
  4. Review Permissions: Accept the requested permissions.
  5. Complete Installation: Follow the on-screen instructions. Once installed, you will receive a confirmation message.

Configuring Momentum Monitor

After installation, follow these steps to set up Momentum Monitor:

  1. Access the App: Navigate to App Launcher and search for “Momentum Monitor.”
  2. Set Up Monitoring Rules: Define which objects and record types you want to monitor.
  3. Configure Alert Settings:
    • Set thresholds for when alerts should trigger (e.g., no new leads in 24 hours).
    • Choose notification methods (email, in-app alerts, etc.).
  4. Assign Permissions: Ensure users have the necessary permissions to access and configure Momentum Monitor.
  5. Test & Activate: Run test scenarios to confirm your settings, then activate monitoring.

Key Features of Momentum Monitor

  • Automated Tracking – Detects record creation gaps and alerts users.
  • Customizable Alerts – Set conditions for when alerts should trigger.
  • Real-time Notifications – Receive in-app and email alerts for missed records.
  • Dashboard & Reports – Provides insights on historical trends and potential issues.
  • Flexible Monitoring Rules – Supports different objects like Leads, Opportunities, and Cases.

Get Started Today!

Momentum Monitor helps you stay ahead of data trends and ensure no critical records go unnoticed. Install it today and start monitoring effortlessly.

For support or more details, contact us at contact@adebra.cloud or book a free consultation here!