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 army of experienced leaders right by your team's side, offering friendly, real-time assistance throughout the day.
Introducing Act On It!
Act On It is like having an operations expert built into Salesforce, tirelessly working to keep your organization running smoothly. This powerful application empowers both admins and managers to eliminate manual checks and repetitive training by putting Salesforce in cruise control and watching their teams’ productivity soar.
What does it do?
Act On It will proactively monitor Salesforce and deliver actionable insights to teams throughout the day. Providing timely updates, reminders and recommendations via unique messaging channels, with single click actions for streamlining next steps. Act On It ensures nothing important is missed and helps users take the right actions at the right time, so they can 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 can:
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 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!
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 Automation 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 "Message Automation" 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:
... 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.