How it works

From zero to live in under fifteen minutes.

Pick a ready-made notification, use the guided builder, or connect to an existing Salesforce Flow. Your org. Your process. No developer required.

Get started in minutes

Thirty-plus ready-made notifications. Pick one, hit Build, and you're live.

Choose from a library of notifications across sales, service, and operations. Act On It configures everything. Most teams are live in under fifteen minutes.

30+ ready-made notifications. Select, build, and go live in seconds.

Any alert. Any process. Any object.

Build your own, in minutes.

Any Salesforce object, any business process, any scenario — sales, service, ops, HR, finance. Endless possibilities. Create one actionable feed of what matters, in minutes.

Point and click

A visual builder designed for speed and creativity. Configure what to watch, who to tell, and exactly how it reaches them. From idea to live in minutes.

Step-by-step builder. No code required.

Already using Flow?

Already building in Flow? Add one action and Act On It handles the rest — notification design, delivery, one-click actions.

One field connects Act On It to any Flow.

What good looks like

Everything in one place. Act without navigating away.

The Act On It inbox with four numbered annotation callouts highlighting the unified inbox, baked-in context, one-click actions, and filter controls. — Four things that make every alert actionable

1

A unified inbox for every alert and reminder.

One place to see everything that needs your attention.
2

Filters and controls that let teams tune what they see.

Cut through the noise, choose how you're notified, opt out of unhelpful alerts.
3

Notification cards with the right context baked in.

Everything you need to prioritize and act is already there. No clicking through to find out more.
4

One-click action buttons that keep users in flow.

Save, close, snooze, or act. Done in a click, without losing your place.

Your inbox. Your rules.

How it compares

Salesforce notifications vs Act On It

Salesforce tells you what happened. Act On It tells you what needs to happen next.

Capability	Native Salesforce	Act On It
Proactive / absence-based alerts Runs scheduled queries against your Salesforce data, as frequently as once per minute, and fires when a condition is met or a threshold is breached, including when nothing has happened by a defined deadline. Commonly used to surface stale leads, uncontacted prospects, overdue cases, inactive deals, and approaching SLA breaches.	✕ Reports require manual checking. No alerts fire automatically when something fails to happen.	✓ Fires when a condition is met or when nothing has happened by a defined deadline.
Unified inbox A persistent notification inbox inside Salesforce that collects every Act On It alert in one place, regardless of how it was triggered. Searchable, filterable by category and type, and accessible from any Salesforce page. Notifications stay until the user closes them; they do not disappear on click like the native bell.	✕ Alerts scattered across email, Chatter, and the bell icon with no single organised view.	✓ One inbox for every alert and notification, inside Salesforce, persistent, searchable, and filterable.
One-click actions Admins configure custom actions that attach directly to a notification: call, reply, approve, assign, complete, or trigger a Flow. Users act from the inbox without navigating to the record. Actions are configurable per notification type and can invoke any Salesforce Flow or standard action.	✕ Navigate to the record to take action. Notifications are one-way.	✓ Act directly from the notification. Custom actions configurable per notification type.
Inline page prompts Contextual alerts that surface directly on a Salesforce record when a user opens it, based on record data and related record conditions. Prompts appear when relevant and disappear when not. Used for VIP flags, compliance reminders, stage-based guidance, and data completeness nudges.	Salesforce has In-App Guidance for walkthroughs, but no data-driven prompts that respond to record conditions.	✓ Prompts appear on the record itself when action is needed, based on record context and conditions.
Mobile alerts Full Act On It inbox available via the Salesforce mobile app, with the same filter, search, and action capabilities as the desktop experience. Mobile push notifications are configurable per notification type; admins set defaults, users personalise within those boundaries.	✕ Salesforce mobile push only, with no per-notification-type control over delivery.	✓ Mobile push via the native Salesforce app, configurable per notification type. Full inbox on mobile.
Notification delivery methods Nine delivery methods configurable per notification type: in-app inbox, sound prompt, browser tab blink, pop-up, display toast, inline page prompt, confetti for wins, mobile push via the Salesforce app, and email. Admins set organisation-wide defaults. Users personalise their own preferences within those boundaries.	✕ Bell icon and email only. No way to match delivery method to urgency or let users choose what works for them.	✓ Nine delivery methods including in-app inbox, pop-ups, sound prompts, mobile push, and email. Configurable per notification type.
Self-service configuration A guided point-and-click builder lets any admin configure a full notification type, including recipients, criteria, schedule, delivery method, and actions, in five to fifteen minutes without developer involvement. For complex logic, Act On It connects to Salesforce Flow via a Publish Message action.	✕ Every change requires an admin or developer with Flow expertise. Sprint dependency for every new notification.	✓ Admins build and manage notifications without code in minutes. Flow integration available for complex logic.
User personalisation Users can snooze, mute, filter, and opt out of notification types where permitted by admins. Delivery preferences, how and where they are notified, are configurable at the user level within admin-defined boundaries. Opt-out and preference data is visible in engagement reporting.	✕ No control over which alerts you receive or how they are delivered.	✓ Users choose how and when they are notified, within admin-defined boundaries.
Delivery and engagement reporting Every notification is tracked through its full lifecycle: delivered, seen, snoozed, completed, closed, expired unseen, and opted out. All states are timestamped. Dashboards show which alert types drive action, which create noise, response times by recipient, and engagement trends over time.	✕ No visibility into whether alerts were seen or acted on.	✓ See engagement rates and actions taken per notification type, with full lifecycle tracking.

Ready to see it in your org?

One notification type, free forever. Most teams are live in under fifteen minutes.

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