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Enable Opportunity Update Reminders

Updated and accurate opportunities drive precise forecasts. Enable update reminders to let managers automatically send a report of the team’s open opportunities to their direct reports in the role hierarchy.

Required Editions

Available in: Lightning Experience and Salesforce Classic
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To enable opportunity update reminders: Customize Application OR Manage Users
To activate or deactivate opportunity update reminders: Manage Users
  1. In Setup, use the Quick Find box to find Update Reminders.
  2. Click Edit.
  3. Select Enable Update Reminders for My Organization.
  4. If you want to schedule opportunity update reminders for all users who have direct reports in the role hierarchy, select Automatically Activate Reminders for Users with Direct Reports.
  5. Click Save.
  6. If you didn’t select Automatically Activate Reminders for Users with Direct Reports, select which users can schedule opportunity update reminders. Any user with direct reports in the role hierarchy can be selected.
  7. Click Activate.
  8. Let the users you selected know that they can start scheduling update reminders for their direct reports.

See Also