With task notifications, your reps remember the things on their to-do lists.
Required Editions
| Available in: Lightning Experience |
| Available in: All editions except Essentials, Personal, and Professional |
| User Permissions Needed | |
|---|---|
| To edit a page layout: | Customize Application |
| To customize the fields that display on tasks: | Customize Application and Modify All Data |
For your reps to receive reminders, you must enable Universal Notification Service (UNS). UNS is used for notifications in the Lightning Experience notification bell and is enabled by default.
- From Setup, select Object Manager.
- Click Task.
- Open an existing task layout or create one.
- Add the Reminder Set field to your Task Detail section of our org’s Task page layouts.
-
Deselect Show simpler New Task form on mobile on the Activity
Settings page. The simpler New Task form doesn’t include the options for creating task
notifications.
Push notifications and reminders in the notification tray aren’t supported in the Salesforce mobile app. While reps can set and change notification settings in the Salesforce mobile app, they don’t receive notifications in it.