Our story
Where Act On It came from.
The problem everyone has. Nobody names. Nobody knows can be fixed.
"What gets measured gets managed."
We heard that constantly. Reports became the default answer to every operational problem.
Because things were slipping — quietly, consistently, expensively — and we had very few alternatives.
The unofficial Salesforce supervisor
Every operational team has one. The person who scans the queues each morning. Checks which leads have not been called. Notices which cases have been sitting too long. Clocks the deals that have gone quiet. Keeps a mental list of the things they are quietly watching.
Because if they did not do it, nobody would. And when something slipped, the answer was always the same: another report, another thing to check.
Every new check is another plate to spin.
The plates keep coming.
The flaw in the approach
One person can only watch so much. Chasing follow-ups, checking dashboards, running Monday reviews. Every new thing that needs watching is another plate to keep in the air.
And even if they could keep up, they would still always be after the fact. Reports tell you what has already slipped. By the time anyone checks, the lead is cold, the approval is delayed, the customer has moved on. You are not catching problems — you are reacting to them.
Why was this happening?
We wanted to know why things were slipping in the first place. The usual suspects didn't apply:
Training issue?
No. These were seasoned Salesforce users who knew the system inside out.
System adoption?
No. Salesforce was deeply embedded. It was how work got done.
Laziness?
Definitely not. Missing these tasks hurt their own targets and created more work for everyone.
So what was it?
It was only when we sat with users and watched how they worked — and heard what they said when things slipped — that the real problem became clear.
"I completely forgot."
"Sorry, I got distracted."
"Oh, I didn't see that."
Salesforce hides what matters.
Salesforce is powerful — but it is overwhelming. Everyone is busy and the information they need is scattered: across tabs, buried in reports, hidden in related lists. Making it nearly impossible for anyone to keep up.
When users log in to Salesforce, they want to know:
"What changed while I was away?"
"What is slipping through the cracks?"
"Who is waiting on me to respond?"
"What do I need to follow up on?"
Salesforce does not make this easy. There is no single place that surfaces what actually needs attention. And yet everyone is expected to stay on top of it all.
The unofficial supervisor was compensating for a gap the platform was not filling.
What if Salesforce could just watch?
We realised what we actually needed was for Salesforce itself to keep watch.
Something that could monitor work continuously and step in in real time. Before a lead goes cold. Before a deal stalls. Before an approval is delayed. Before a customer complains.
Something that never sleeps.
Never takes a holiday.
Never gets distracted.
And can spin as many plates as you need it to.
That idea became Act On It.
What we built
For managers
An end to supervision.
No more Monday morning reviews. No more chasing. No more being the person who keeps an eye on everything because nobody else will. Act On It keeps watch instead — stepping in the moment something needs attention, before it becomes a problem.
For users
Everything that needs you. One place.
A real-time, actionable feed of every alert, every update, every task waiting. Organised, searchable, and actionable in one click. Not scattered across tabs. Not buried in reports. Right there.
For admins
Live alerts in minutes, not months.
A guided builder that turns complex monitoring logic into live alerts faster than writing the Jira ticket would have taken. No developer. No sprint. No compromise.
Over 100 requests from the Salesforce IdeaExchange, built into one native app. No external servers. No data leaving your org. No platform events consumed. Free to start.
★★★★★
"I've gone from multiple manual checkpoints in my diary to proactively being delivered the information when required — freeing my time to focus on the work that actually matters."
- Alerts for unactioned and urgent work mean speed of response targets are met consistently — happier clients, smaller pipelines.
- Mistakes are flagged to agents and managers in the moment, not the next review. Real-time awareness, fewer repeat offences.
- I can build and adjust my own alerts as priorities shift. The flexibility is genuinely useful, not just a feature.
"If you are a team manager in a fast-paced environment or balancing multiple KPIs, I could not recommend this more."
Emma Corless — Head of Customer Service, Golfbreaks
Automated supervision, configured in minutes by the very people who are driven mad by having to supervise.
"We did not set out to build a notification tool. We set out to give teams back the time to focus on the work that actually matters — with the confidence that nothing will be missed."