Help Reps Stay on Task with Task Notifications

Visual cues keep your reps on time and on task. Notifications, the notifications tray, and task icons remind reps that they have tasks to do. This change applies to Lightning Experience only.

When a reminder is due, a notification card appears in Salesforce and in the notifications tray.

Notification cards

Reps can see up to three notification cards at one time. More cards appear when a rep clicks a card to go to the task or clicks the X to dismiss the notification.

The reminder remains in the notifications tray.

Reps can click the notifications tray icon Notifications tray icon to see a list of notifications.

The Alarm clock icon icon appears next to tasks with reminders, wherever reps see tasks.

Reminder icon

Reminder icon

Note

Note

Push notifications and reminders in the notification tray aren’t supported in Salesforce for Android, Salesforce for iOS, or Salesforce mobile web.