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.
