Many teams already rely on operational checks to keep work on track. Act On It's Notification Builder turns those checks into simple automations that respond when things happen, flag issues when expected activity does not occur, and guide users in context as they work.
You can create rules that detect Salesforce events, run scheduled checks, or surface page prompts, so the right people are notified when attention is needed without constant manual monitoring.
Guided, no-code setup — a step-by-step workflow lets admins create alerting rules without writing code or building custom logic.
Keeps alerting out of dev cycles — common operational checks can be handled by admins without waiting on development resources or release windows.
Proactive checks, not just reactive alerts — run scheduled queries to spot issues like idle records, overdue work, or stalled processes and notify users automatically.
Supports in-app page prompts — surface guidance or reminders directly on Salesforce record pages when context matters most.
Designed for operational use cases — ideal for monitoring conditions that do not warrant custom code or complex Flows, but still need to be reliable and visible.
Built-in safeguards and sensible defaults — helps prevent common mistakes and keeps rules predictable and easy to maintain.
Easy to update as processes change — adjust checks and prompts in minutes without rebuilding or redeploying logic.
When you install Act On It, several example notifications are created automatically. These cover common real-world use cases across three patterns:
You can enable these as-is, adjust them to fit your org, or use them as a starting point for your own notifications.
The Notification Builder controls the who and when: which users should be notified, under what conditions, and when attention is needed.
Message Types define the what and how: the content recipients see, how it is presented, and what actions are available.
See Creating Message Automations for a full walkthrough.
