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Act On It

  • Category IconIntroducing Act On It
  • Category IconLet's Get Started: Installation and Setup
  • Category IconExplore Act On It!
  • Category IconYour All-in-One Notification Center in Salesforce
  • Category IconDesign and Create Your Messages
  • Category IconDelegate and Deliver Your Messages
    • Record Alerts
    • Proactive Alerts
    • Guidance Prompts
    • Summary Alerts
  • Category IconPlug In Custom Quick Actions
  • Category IconUnlock Endless Possibilities
  • Category IconTracking & Reporting
  • Category IconPricing & Upgrading Your Act On It Plan
  • Category IconRelease Updates

Delegate and Deliver Your Messages

Imagine taking your routine operational reports and turning them into automations that actively steer and accelerate processes for you. Introducing Act On It's Notification Builder!



This powerful toolkit empowers managers to move away from manual monitoring and instead focus on creating simple automations that drive and enable the activities they want to see in real time. 


Act On It will oversee your Salesforce operations for you and deliver actionable insights to teams throughout the day, with single click actions that make light work of next steps. Resulting in better informed teams, improved process adoption, smoother operations, faster case resolution, and accelerated sales cycles... all with less effort.


Here's how we can ask Act On It to monitor and alert our team to queued, high-risk, priority cases in just 2 minutes and 10 seconds ⏱️:



To create a new automation, navigate to the Act On It lightning application, select the "Notifications" tab and click "New":


Let's explore each automation type ...

  1. Page IconRecord Alerts
  2. Page IconProactive Alerts
  3. Page IconGuidance Prompts
  4. Page IconSummary Alerts
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