Ever felt stretched thin, wishing you could be there for your teams at every crucial moment? Juggling deals, leads, and team support, while worrying about new starters floundering and problems escalating?

Imagine having a dedicated assistant by your team's side, providing friendly, real-time support throughout the day.

Introducing Act On It!

We believe the key to success with Salesforce is serving the right actions to the right people at the right time. 

This powerful application empowers admins and managers to create smart notifications for their teams. Notifications that make it easier to achieve business goals and eliminate operational pain by driving and enabling action in real-time. 

Whether it’s speeding up lead responses, improving follow-ups, accelerating approvals, enhancing SLA compliance, or streamlining task management, Act On It delivers actionable assistance exactly when it’s needed—ensuring teams are better informed, more productive, and able to get more done, faster and easier.

What does it do?

Within minutes, you can quickly instruct Act On It to monitor Salesforce and step in when action is needed. Providing timely updates, reminders and recommendations via unique messaging channels, with single click actions for streamlining next steps.

For example:

• If a contact related to an open opportunity has messaged and hasn't received a response after X days, Act On It will encourage the sales rep to reply with an update to keep the conversation going.
• If a case is sat idle or being avoided Act On It will step in to offer the case owner help, or loop in their manager for assistance.
• If a meeting invitee hasn't accepted, Act On It will recommend the sales rep reach out to confirm their attendence ahead of the meeting.

... and so much more!

Act On It never sleeps, never gets distracted, and never takes a holiday. It's always on, helping users take the right actions at the right time so they can work more efficiently, meet their targets, and deliver on their KPIs.

What does it look like?

Here's a quick preview of what you can expect ...

With Act On It, you'll see:

• Maximized Salesforce ROI as users actively engage with timely, relevant information when they need it
• Higher team productivity powered by automated guidance and insights
• Faster response times and improved customer satisfaction
• Stronger compliance with processes and SLAs, reducing risks
• More time for managers to focus on strategy and coaching, not monitoring
• Consistent best practices scaling success across your organization

How do I get started?

The best part: You don't have to be a Salesforce expert to get started. Act On It is fun, intuitive and plug-and-play, welcoming a new age of self-service Salesforce automation that puts trusted super users in the driving seat.

Let's take a closer look at some of the main features, identify the problems they solve, see how Act On It is uniquely equipped to solve them, and what you can expect as a result ...

Act On It is plug and play! Our goal is to make getting your users up and running with Act On It as simple and seamless as possible. If you haven't already installed the app, please check out our guide on Installing Act On It. 

Let's start getting creative and solving problems! As a Salesforce admin or Act On It super user, you've got VIP access to all the features of this powerful app. You can access the Act On It Lightning App via Salesforce's App Launcher:

Let's take a quick tour of the tabs and features ...

Act On It’s message inbox is designed to help you stay on top of your tasks by consolidating everything that needs your attention into a single, filterable, and actionable console. 

We're declaring war on the Salesforce notification bell!

Act On It's inbox addresses more than 100 requested ideas from the Salesforce community.

Like, enabling you to ...

✅ Deliver real time pop up push notifications.

✅ Preview record details via hover.

✅ Choose how and when you are notified.

✅ Group and filter notifications.

✅ Search, sort, snooze and save notifications. 

✅ Close and recover notifications.

✅ Launch custom quick actions for rapid responses. 

✅ Report on notification delivery and engagement. 

… and much more!

This article will walk you through the key features of the inbox, highlighting how it can streamline your workflow and enhance your productivity.

Have ideas for new features? Reach out to us at [email protected], we'd love to hear from you!

Act On It reimagines Salesforce alerting. Empowering managers to build, end users to personalize and admins to plug-in single click actions for streamlining next steps.

The key to every Act On It message is the "Message Type". Message Types control the content, design, delivery, and available actions. 

Creating a Message Type is quick, easy, and fun!

• Open the Act On It Lightning app and go to the "Message Types" tab.
• Click "New" to begin building an alert.
• Customize the content, design, delivery, and actions by toggling through the tabs.
• Send a test alert to see your new Message Type in action!

You can then automate the delivery of your message using flow or Act On It's very own automation builder.

Imagine taking your routine operational reports and turning them into automations that actively steer and accelerate processes for you. Introducing Act On It's Notification Builder!

This powerful toolkit empowers managers to move away from manual monitoring and instead focus on creating simple automations that drive and enable the activities they want to see in real time. 

Act On It will oversee your Salesforce operations for you and deliver actionable insights to teams throughout the day, with single click actions that make light work of next steps. Resulting in better informed teams, improved process adoption, smoother operations, faster case resolution, and accelerated sales cycles... all with less effort.

Here's how we can ask Act On It to monitor and alert our team to queued, high-risk, priority cases in just 2 minutes and 10 seconds ⏱️:

To create a new automation, navigate to the Act On It lightning application, select the "Notifications" tab and click "New":

Let's explore each automation type ...

Alerts without actions ... isn't that just half a solution? If we're going to deliver actionable insights to our teams, then we should probably help them Act On It!

This guide explains how admins and developers can build custom actions that users can execute instantly from their alert and prompt messages.

Quick Actions let users rapidly complete tasks like:

• Updating records.
• Calling leads or contacts.
• Opening reports, documents and external sites.
• Creating follow up items.
• Diarizing work.
• Sending emails.

... and more!

All without leaving the message interface. Administrators can easily set up actions using pre-built templates for common scenarios, or integrate custom flow automations. Developers can create coded Apex actions, unlocking limitless possibilities.

Reduce clicks and accelerate response directly from alerts. Enable teams to work smarter by providing message-based shortcuts tailored to their unique processes.

In this section, we'll delve into how you can extend the capabilities of Act On It using familiar Salesforce tools such as Lightning Flow, Apex, and the Actions API to satisfy unique business requirements.

Pull back the curtain on your day to day operations! Understanding and analyzing the day-to-day operations and activities at a record, user and business level can be complex and challenging. Act On It can provide support in two key areas:

Engagement Reporting - Do you know how many alerts you are sending to your team? Are they being received in a timely manner? Are your teams responding? With Act On It, you'll have full visibility over who is notified, when, the actions taken, and their response times. Helping to improve performance, make informed decisions, and report on accountability with confidence.

Impact Reporting - Is Act On It making a difference? Are you getting back to our customers quicker? Are you closing deals faster? Are you resurrecting idle Cases? With Act On It's Activity Tracking framework you can capture key events, milestones and interactions for your leads, opportunities, cases and more to uncover the insights needed to assess impact, enhance processes, optimize resource allocation, improve customer satisfaction, and drive better results.

Did you know you can get started with Act On It for free? — no commitment, no hidden fees! 

• Use Act On It for Free! Learn how to utilize and experience our solution at no cost, with access for up to 20 users to explore its powerful features and keep what you build.

Looking to upgrade?

• Flat Rate Pricing Model: Discover the benefits of our straightforward per-user pricing plan.
• Seamless Upgrade Process: Follow our easy step-by-step guide to upgrade your plan.

If you have any questions or need assistance with our pricing plans, please don’t hesitate to contact us. We’re here to help you find the best solution for your business.

We’re committed to continuously innovating and improving our app to provide you with the best experience possible. This section serves as your go-to source for important updates, enhancements, and new features. Here, you’ll find detailed information about our latest upgrades, performance improvements, and bug fixes—all designed to help you get the most out of our platform. Stay informed and up to date as we evolve to better serve your needs!