Empower Users with Message Actions

In this section of your Message Type setup you can plug-in single click actions that reduce time consuming activities to a few clicks. The goal is to facilitate rapid response and to streamline your Salesforce operations in real time.

Each messages can include up to 10 custom actions enabling recipients to:

• Create or update records.
• Make calls (click-to-dial).
• Navigate to sites, reports or documents.
• Send emails.
• Execute macros combining multiple sequenced tasks.
• Launch custom flows.
• Launch custom apex actions.

Admins and developers can build customized actions to support specific business processes. 

To add actions:

1. Search for your actions.
2. Select from available actions list.
3. Click "Confirm Selections".

Click "Action Settings" to further customize each action:

Configure Action Settings

• Set custom labels like "Call Customer" instead of default names.
• Control display order in dropdown menu.
• Enable tracking to capture usage metrics.

Completion Behavior

On action completion:

• Mark message as complete.
• Close message automatically.
• Display confirmation toasts.
• Trigger cascading prompt messages.

Actions reduce clicks by enabling immediate response directly from alerts. Every interaction is tracked for adoption analysis.

Click "Confirm" to submit your changes.

Additional Settings

• Field sets control related record details displayed when clicking through to a list of records for multi-record messages.
• Nominate a primary action for single click access.
• Auto-launch create or update actions on message delivery e.g. notify and move to a new stage.

Click "Next" to continue.