Once your message type is designed and saved, this is where you connect it to the rules that determine who gets notified and when. Make sure you have saved your message type before proceeding — the options below will not be available until the record exists.
You can set up automation using the Smart Notification Builder, Salesforce Flow, or both.
Any notifications already connected to this message type appear here, along with a brief description and their current status. Click View to open a notification directly.
If no notifications exist yet, use one of the options below to create your first.
The recommended starting point for most teams. The builder guides you through the setup step by step — defining who should receive the message, what should trigger it, and when it should fire. No Flow experience or development knowledge required.
Click Launch Builder to get started.
Already using Flow to manage your Salesforce processes? You can trigger Act On It messages directly from any Flow, giving you full control over complex branching logic, multi-step sequences, and event-driven automation.
See Publish Act On It Alerts with Flow for a full guide on how to integrate.
