Never miss what matters in Salesforce.

Salesforce holds powerful data, but staying on top of what actually needs attention is harder than it should be.

Most teams rely on the Salesforce notification bell, lists, or reports. They are passive, easy to miss, and hard to manage. Important updates get buried, and by the time someone notices, the moment has often passed.

So people end up asking the same questions every day:

❓ What’s changed while I was away?
❓ Who’s waiting on me to respond?
❓ What needs my attention right now?

That is why we built Act On It.

A simpler, more reliable way to surface what matters in Salesforce and prompt the right people to act, at the right time.

What is Act On It?
Act On It helps teams stay on top of Salesforce by actively surfacing what needs attention.

Instead of relying on passive notifications and manual checking, Act On It monitors what’s happening in Salesforce and brings important work into one clear, actionable inbox. When attention is needed, users are prompted to act.

Salesforce becomes easier to keep up with and harder to ignore.

How do I get started?

The fastest way to understand Act On It is to install it and explore what’s already there.

• Act On It is 100% native to Salesforce
• Installation takes just a few minutes
• 30+ Example alerts are created automatically
  

Once installed, you can click through the tabs, review the examples, and see how alerts, prompts, and actions fit together.

👉 Install Act On It and explore the app

Act On It is plug and play! Our goal is to make getting your users up and running with Act On It as simple and seamless as possible. If you haven't already installed the app, please check out our guide on Installing Act On It. 

The fastest way to understand Act On It is to explore the app itself.

Once installed, open the Act On It Lightning App from the Salesforce's App Launcher and click through the tabs. You’ll see examples already in place and get a feel for how alerts, prompts, and actions work together.

Main areas you’ll see:

• 🏠 Home
  A starting point showing what’s active and where attention is being surfaced.

• 📬 Message Inbox
  Where users see alerts and take action.

• 🔔 Message Types
  Defines what alerts look like and what actions are available.

• ⚙️ Notifications
  Controls who is notified and when.

• 🛠️ Application Settings
  Admin controls for permissions, objects, actions, volume, and integrations.

• 📬 Sent Messages
  A record of alerts and prompts that have been delivered and acted on.

• ⏰ Queued Messages
  Messages waiting to be sent.

• 🔕 Opt Outs
  User notification preferences.

• 📚 Blueprint Library
  Pre-built examples to accelerate setup.

• 🧪 Test & Training Utility
  Tools for testing and training without impacting live work.

The Salesforce notification bell has over 100 open community requests. Teams have been asking for real-time alerts, actionable notifications, inbox management, and engagement reporting for years. Act On It was built to answer all of them.

The Act On It inbox brings everything that needs your team's attention into a single, filterable, and actionable console, directly inside Salesforce.

With Act On It you can:

✅ Deliver real-time pop-up and push notifications
✅ Preview record details without leaving the inbox
✅ Choose how and when you are notified
✅ Group, filter, search, sort, snooze, and save notifications
✅ Close and recover notifications for a self-managing inbox
✅ Launch custom quick actions for rapid responses
✅ Report on notification delivery and engagement across your team

This article walks you through the key features of the inbox and how each one can help your team respond faster and stay on top of what matters.

Have ideas for new features? We would love to hear from you at [email protected].

Every Act On It notification starts with a Message Type. This is where you define what the message looks like, what it says, how it is delivered, and what actions recipients can take directly from the alert. Get this right and the rest falls into place.

Message Types are designed to be quick to build and easy to iterate on. Admins control the setup, managers can shape the content, and end users can personalise how they receive alerts.

Getting started

1. Open the Act On It Lightning app and go to the Message Types tab.
2. Click New to begin.
3. Work through the tabs to configure the content, design, delivery options, and available actions.
4. Fire a test message to see exactly what recipients will experience before you go live.
   

Once your message type is saved, head to the Message Automation tab to connect it to the rules that control who gets notified and when. 

You can automate delivery using flow or Act On It's very own notification builder.

Imagine taking your routine operational checks and turning them into automations that actively steer and accelerate your processes. That is the real magic of Act On It.

Most teams already know what good looks like. Someone scans a report, spots an issue, and chases the right person. Act On It replaces that cycle with simple rules that watch Salesforce for you and notify the right people the moment attention is needed. Better informed teams, faster case resolution, smoother operations, and accelerated sales cycles, with significantly less effort.

The Notification Builder guides you through the setup step by step. No code, no complex Flow logic, no development cycles. Just tell Act On It what to watch for, who to notify, and when.

Here's how we built a proactive alert for high-risk queued cases in 2 minutes and 10 seconds

To create a new notification, open the Act On It Lightning app, navigate to the Notifications tab, and click New.

Let's explore each automation type.

Alerts without actions ... isn't that just half a solution? If we're going to deliver actionable insights to our teams, then we should probably help them Act On It!

This guide explains how admins and developers can build custom actions that users can execute instantly from their alert and prompt messages.

Quick Actions let users rapidly complete tasks like:

• Updating records.
• Calling leads or contacts.
• Opening reports, documents and external sites.
• Creating follow up items.
• Diarizing work.
• Sending emails.

... and more!

All without leaving the message interface. Administrators can easily set up actions using pre-built templates for common scenarios, or integrate custom flow automations. Developers can create coded Apex actions, unlocking limitless possibilities.

Reduce clicks and accelerate response directly from alerts. Enable teams to work smarter by providing message-based shortcuts tailored to their unique processes.

In this section, we'll delve into how you can extend the capabilities of Act On It using familiar Salesforce tools such as Lightning Flow, Apex, and the Actions API to satisfy unique business requirements.

Pull back the curtain on your day to day operations! Understanding and analyzing the day-to-day operations and activities at a record, user and business level can be complex and challenging. Act On It can provide support in two key areas:

Engagement Reporting - Do you know how many alerts you are sending to your team? Are they being received in a timely manner? Are your teams responding? With Act On It, you'll have full visibility over who is notified, when, the actions taken, and their response times. Helping to improve performance, make informed decisions, and report on accountability with confidence.

Impact Reporting - Is Act On It making a difference? Are you getting back to our customers quicker? Are you closing deals faster? Are you resurrecting idle Cases? With Act On It's Activity Tracking framework you can capture key events, milestones and interactions for your leads, opportunities, cases and more to uncover the insights needed to assess impact, enhance processes, optimize resource allocation, improve customer satisfaction, and drive better results.

This space brings together answers to common questions, step-by-step guidance, troubleshooting tips, and best practices to support teams as they work with Act On It day to day.

Did you know you can get started with Act On It for free? No commitment, no hidden fees! 

• Use Act On It for Free! Learn how to utilize and experience our solution at no cost. Explore its powerful features and keep what you build!
• Practical Use Cases for Act On It - Learn how teams get real, measurable value from Act On It, with practical examples you can set up in minutes.

Looking to upgrade?

• Act On It Pricing Model: Discover the benefits of our straightforward per-user pricing plan.
• Seamless Upgrade Process: Follow our easy step-by-step guide to upgrade your plan.

If you have any questions or need assistance with our pricing plans, please don’t hesitate to contact us. We’re here to help you find the best solution for your business.