Activity reminders and notifications
Key Takeaway
Activity reminders start with an org setting: an admin turns on "Enable Activity Reminders" in Activity Settings, and then each user sets their own reminder preferences.
Activity reminders alert users before an event starts or when a task is due. Task assignment notifications tell users when someone gives them a task. In both Salesforce Classic and Lightning Experience, an admin turns on the org features and each user picks reminder defaults in personal settings.
How reminders look in each interface
Reminders look different in each interface. Lightning Experience shows event and task reminders as notification cards. Salesforce Classic opens a pop-up reminder window whenever a reminder is triggered.
The Salesforce Classic reminder window lists up to 100 of the oldest reminders the user hasn't dismissed. For each reminder, it shows these details:
- The activity type
- The subject
- The start or due time
- Whether the reminder is due or overdue
Users can snooze reminders, and the default snooze is 5 minutes. They can also dismiss reminders one at a time or with "Dismiss All". A sound plays at login if reminders were triggered since the last login.
If reminders don't appear in Salesforce Classic, the browser's pop-up blocker is often the cause. Users can check with the "Open a Test Reminder" option in their reminder settings.