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Activity Reminders and Notifications in Salesforce Classic
Salesforce displays event and task reminders in a reminder window. The reminder window opens whenever a reminder is triggered. When you log in, a sound plays if you have reminders that have been triggered since the last time you logged in. You can customize reminders in your personal settings.
Required Editions
| Available in Salesforce Classic in: All Editions Except Database.com |
Information in Reminder Windows
- Up to 100 of the oldest reminders that you haven’t dismissed
- The type of activity—event or task
- The activity subject (click to see activity details)
- When the event is scheduled to start or the task is due
- When the reminder is due or that the reminder is overdue
Order of Reminders
Event reminders are sorted by start date and time, and task reminders are sorted by due date. If the option Sort reminder window by due date isn’t set, the window displays reminders in the following order:
- The task and event reminder date and time.
- The task due date or the event start date and time.
- Ascending alphabetical order by subject.
If Sort reminder window by due date is set, the reminders are displayed in the following order:
- The task due date or the event start date and time; if the task has no due date, then the reminder window displays it first
- The task and event reminder date and time
- Ascending alphabetical order by subject
Display of Dates and Times
The table shows how reminders display the event start time or task due date.
| Activity Type | Due Date or Time That You Specified | Due Date or Start Time Shown in the Reminder |
|---|---|---|
| Event | An event time | The date and time that you selected when you created or edited the event |
| An all-day event | The date that you selected and the time set for Start of day in your Personal Information Settings page | |
| Task | A due date | The date that you selected when you created or edited the task |
| No due date | The value None |
Customizable Reminder Settings
Customize your reminder settings in your personal settings. From your personal settings, search for Reminders and select Activity Reminders
| Setting | Result When Setting Is Enabled |
|---|---|
| Show reminders | The reminder window opens when a reminder is due. |
| Play reminder sounds | Salesforce plays a reminder sound when a reminder is due. |
| Set default event reminders to: | Salesforce sets a reminder on all new events. You choose the amount of time before the event start time when you want a reminder; the default is 15 minutes. You can disable the reminder or change the reminder time when you edit an event. |
| Set default task and all-day event reminders to: | Salesforce sets a reminder on all new tasks. You choose the date and time when you want task reminders; the default is 8:00 AM the day that a task is due. You can disable the reminder or change the reminder time when you edit a task. |
| Sort reminder window by due date | Salesforce sorts reminders by due date first and then by the reminder date and time. |
If Salesforce doesn’t display reminders that you’ve set, make sure that your browser isn’t blocking pop-ups. To test your settings, click Open a Test Reminder in the Does Your Browser Block Reminders? section.
Snoozing Reminders
You can snooze one or more reminders at a time. The default snooze option is to remind you again in 5 minutes.
If you click Snooze when Sort reminder window by due date isn’t selected, the time overdue is based on the snooze time when the reminder opens again. If you close the reminder window, it opens again when you’re notified of the next reminder.
Dismissing Reminders
You can dismiss one or more reminders at a time. To dismiss all reminders in the window, click Dismiss All. If the number of reminders exceeded 100 before you clicked Dismiss All, then after you click Dismiss All, the window displays the additional reminders.
Disabling individual preferences for displaying event and task reminders erases users’ activity reminder settings. If you re-enable activity reminders later, users receive reminders only for activities they create or edit after you re-enable the setting.
