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
In Setup, use the Quick Find box to find Update Reminders.
Click Edit.
Select Enable Update Reminders for My Organization.
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.
Click Save.
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.
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