It watches. It notifies. It helps.
Hundreds of tiny assists a day, across your team, so nothing slips.
Act On It never sleeps. Never takes a holiday. Never gets stuck in a meeting.
No more checking. No more chasing. No more misses.
★★★★★“We now have the system checking our blind spots.”
★★★★★“Gone from multiple manual checkpoints in my diary to proactively being delivered the information when required.”
★★★★★“It’s helped us stay proactive and maintain high service standards.”
So how does it work?
First,
It watches your org.
You decide what matters. Act On It keeps watch.
What to watch? When to check? Who to tell?
Self-service setup in minutes
Managers build their own.
Point your team’s attention at whatever drives results. Tell it what to watch, when to check and who to tell. Then hand the checking to Salesforce.
Salesforce on autopilot.
Already using Flow?
Admins automate with Flow.
Add one action to any Flow and Act On It handles the rest: delivery, one-click actions, and analytics, captured automatically.
Set up once and deliver to any of 10 channels.
★★★★★“Would highly recommend this app for not only the easy to use setup and almost limitless use cases but also the wonderful support.”
★★★★★“I don’t have to bother our Salesforce Admin team each time I want to make an adjustment to when and how the notifications are sent or if I want to add new ones.”
★★★★★“Even inexperienced users can make adjustments to notifications as and when they need it.”
★★★★★“We have found multiple people within the business who are happy to take the app and control what their teams need to see and when.”
★★★★★“The way we’ve been able to tailor and customize notifications has dramatically improved our efficiency as an organization.”
Then,
It notifies your team.
The right people, at the right moment, in the right way.
Delivery
Wherever and however they like to hear it.
Choose from 10 channels: the inbox, a pop-up, email, Slack or their phone. Let people pick what suits them, and save the interruptions for what matters.
- Inbox
- Pop-up
- Sound
- Slack
- Blinking tab
- Salesforce mobile
- Toast
- Prompt on the record
- Confetti
Your notifications. Your rules.
★★★★★“Our users find them much more helpful because they actually catch their attention.”
And then,
It helps them act on it.
Everything they need is in the alert.
We heard you.
Notifications just got their own home.
100+ community ideas and requests, delivered in one console.
Everything you need, and everything that needs you, in one place, on desktop and mobile. Notifications become mini tasks you can action with a click, without navigating away.
← Filter and search to cut through the noise.
← Call, reply or close in one click.
← Snooze it till after lunch.
← Search last week’s. Still there.
← Stays put until someone acts.
★★★★★“I really like the way you can edit records within the app, this reduces operational time allowing teams to update Salesforce without having to open up the record itself.”
You’ll see everything.
Built-in performance analytics.
No more fire and forget. Alert sent. Alert seen. Action taken. Time to respond. All captured automatically. No extra setup.
See it stepping in
How often Act On It speaks up, for what, and what came of it.
Track progress
Adoption, SLA compliance and how quickly your team responds, by alert, team and user.
Prove the value
Show what’s changed, with numbers you can put in front of anyone.
Not sure where to start?
From zero to live in under fifteen minutes.
Pick from 30+ ready-made notifications. Tick the ones you want, hit Build, then tweak them to work for you.
Three use cases, free forever.
Got 60 seconds?
Act On It in 60 seconds.
Salesforce notifications vs Act On It
| Standard Salesforce | Act On It | Why it matters | |
|---|---|---|---|
| What if nothing happens? | A scheduled Flow, or a report subscription that runs daily. | Proactive monitoring Admins and managers schedule checks on your Salesforce data, as often as every minute. It’s like having an army of people running reports all day, and telling the right person what they find. | Supervision you can delegate. Attention goes to the things that drive results, without anyone having to chase. Read more |
| Where do alerts go? | The bell lists each alert, with a link to the record. | One actionable inbox Every alert lands in one persistent inbox, on any Salesforce page and in the mobile app. Users search, filter and snooze, or act in one click: call, reply, approve, assign or run a Flow. It’s like a task list that fills itself. Shaped by 100+ community ideas. | Notifications become mini tasks. People can organise them, close them, snooze them, set reminders or act straight away. Less gets lost. Less time spent hunting. |
| Who sets them up? | Usually a Flow, built and tested by an admin or developer. | Self-service builder A guided, point-and-click builder, with no code or deployment. Admins and managers set who, what, when and how in five to fifteen minutes. You wouldn’t build a Flow for every team’s small need. With Act On It, you can. | Minutes, not hours. Admins are freed from every “Can you tell me when…” request, and can focus on bigger work. Ideas go live the same day, and the people closest to the work shape what their teams see. |
| How do they arrive? | Channels are usually configured one by one, and the choice applies to everyone. People who get too many alerts have little way to turn them down. | Every channel, from one alert Configure a notification once, then switch on pop-up, email, mobile push, Slack and more with a click. Admins set the defaults. Users choose their channels and opt out of what isn’t relevant, within the limits you set. | Not everything should be an email. Match the delivery to the need, so people welcome alerts rather than tune them out, which helps adoption. And admins don’t build different alerts for different groups, which is a huge time saver. |
| Can it guide people on a record? | In-App Guidance and screen flows guide people through steps. | In-app page prompts Set criteria on your record data, and guidance and quick actions appear inline as that data changes, then go when they’re no longer needed. Managers use them to flag what needs attention and coach new starters. It’s like an experienced colleague pointing something out. | Coaching, without the hovering. New starters get up to speed sooner, and good habits stick, without someone standing over them. |
| Did anyone act? | No built-in view of what was seen or acted on. | Delivery and engagement reporting Every notification is tracked and timestamped: delivered, seen, snoozed, completed, closed, expired or opted out. Dashboards break it down by alert, team and user. Set response targets on time-critical alerts and see how quickly people respond. | See what happened next. You can see what’s working and fix what isn’t. Now you can manage response times. |
Compared with standard Salesforce notifications, October 2026.
Common questions
Does it work with custom objects?
Yes. It works with all custom objects and most standard objects.
Which Salesforce editions does it work with?
Enterprise, Unlimited, Performance and Developer editions. It isn't available on Professional Edition. It runs in Lightning Experience and the Salesforce mobile app.
Will it slow Salesforce down or use up our limits?
No. It's 100% native and runs inside your org, so there's nothing external to wait on. Real-time alerts don't use your platform events unless you switch them on, and proactive checks only run on the schedule you set.
Does it use AI?
No, and that's on purpose. We love AI, but alerts work best when they're predictable. Act On It is rule-based: you decide exactly what it watches and when it speaks up, and it does the same thing every time. So there are no calls to an AI model, no data leaving your org, no surprise usage costs and no model upgrades to keep up with. It also keeps setup quick and the price low. If you do use AI, it plugs straight in. Salesforce AI can send alerts through Act On It, and any alert can trigger an AI action through Flow. We revisit this decision often, and so far we're very happy with it.
Will it use up our platform events?
Only if you want it to. You choose for each use case. With platform events off, real-time alerts use none of your allocation, and many high-volume businesses run every notification that way. We keep platform events available because they can be slightly faster, by up to 10 seconds. For most teams the difference is minimal.
Does it work on the Salesforce mobile app?
Yes. The full inbox is available in the Salesforce mobile app, with the same filters, search and actions as desktop. Mobile push notifications can be switched on per alert type.
Does it work with Slack?
Yes. Any alert can go to Slack as well as the inbox: as a direct message to each person, to Slack channels, or both. Direct messages use your Slack for Salesforce connection, and you can add channels in Act On It's settings. Switch Slack on for each alert type, and people can still choose how they'd rather hear about things.
What if we need more than three use cases?
Move to a paid plan for unlimited access, and create as many notifications as you need. Your setup stays as it is, so nothing needs rebuilding when you upgrade.
How do we upgrade?
There are two ways. To pay per user, get Act On It Unlimited on AgentExchange. Buy exactly the number of licences you need, add or remove them yourself at any time, and pay monthly or annually and save. For a capacity plan, paid annually upfront, pick your plan on our pricing page and send the form. We'll be in touch as soon as we can.
Ready to see it in your org?
Three use cases, free forever. Most teams are live in under fifteen minutes.
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