site logo

Act On It

Quick Update

Quick Update actions enable users to perform instant changes to records in Salesforce with a single click. Such as advancing an Opportunity to a new Stage, diarizing a Lead, or closing a Case.

jTh5Fu2FoJHd1ASDo5RoQch6EqJNOuu2vgDWPy30.png

Quick Update actions can be manually executed or automatically triggered upon alert delivery. See "Creating Engaging Interactive Messages with Act On It > Message Actions" for details.


To create a 'Quick Update' action, follow these steps:

  1. Navigate to the ‘Message Actions’ Tab (Act On It Lightning App > Application Settings > Message Actions) and click ‘New’.
  2. Select the ‘Act On It Template’ Record Type, choose 'Quick Update' from the available Action Templates, and select 'Next'.


wzCxGpysiLhHEaPeiN5IFDKBliYdCMxNZorsNn99.png


Configure your action button with the following details:

  • Action Label: Provide a meaningful name for the action (e.g., ‘Set Stage to Closed Won’, 'Move to Next Month', ‘Escalate Service Case’, etc.). Customize the button further by selecting an icon from the ‘Icon Selection’ section.
  • API Name: Choose a unique name for the action, without spaces or special characters (except underscores). This name distinguishes between similar actions with a matching label.
  • Is Active: If inactive, the button will be disabled for all new and existing messages.
  • Is Available: If enabled, the Message Action will be visible in the Message Type Builder.


W9ZmeopHcL5QAVCLPG3Z4NhdSBkNnZsMoPxLPMZd.png

Click 'Next' to proceed.


Record Update Settings:

  1. Choose a data type e.g. Case, Lead or Opportunity.
  2. Choose the field to update.
  3. Specify the value the field should be changed to. 
  4. Click "Submit" to confirm your changes.
  5. Repeat steps [2] through [4] for each field.
  6. Provide a custom message to display to the user when the record is updated successfully.


PfY7HU7ZZSlRX8tU1XDYlVIxbg9fyL0NPvFmiG35.png


After completing this step, click 'Save'. Your Message Action is now ready to be applied to any Message Type with a matching data type. Admins have control over which actions are accessible to users via their User Settings.