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Act On It

  • Category IconIntroducing Act On It
  • Category IconLet's Get Started: Installation and Setup
  • Category IconExplore Act On It!
  • Category IconYour All-in-One Notification Center in Salesforce
  • Category IconDesign Your Messages
    • Message Details
    • Message Design
    • Message Settings
    • Message Actions
    • Message Delivery
    • Message Callouts
    • Additional Settings
    • Fire Test Message
  • Category IconAutomate Message Delivery
  • Category IconPlug In Custom Quick Actions
  • Category IconUnlock Endless Possibilities
  • Category IconTracking & Reporting
  • Category IconPricing & Upgrading Your Act On It Plan
  • Category IconRelease Updates

Message Details

Start by providing some essential details, such as a descriptive name, the core message content, and key settings. 


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  • Name β€“ Provide a descriptive name indicating the message purpose e.g. "Priority Case Assignment".
  • Developer Name - The developer name is automatically generated, but can be edited on creation. This unique name is required to post Act On It alert messages using flow and apex.
  • Default Message Content β€“ Enter the core message text to display. This appears in the preview so you can validate how it will look to recipients.
  • Additional Details β€“ Optionally add extended message details, help text explaining the alert, and a description of where this message is used.
  • Tip: In description, note any dependencies on this message type to prevent inadvertent deletions.
  • Data Type β€“ Link to a specific Salesforce object like Opportunities or Cases to surface relevant actions. Leave blank for universal messages.
  • Release Status β€“ Live to activate now or Trial Mode to test without impacting users. Trial messages will be recorded for reporting purposes, but not delivered.
  • Display Location β€“ For alert messages, show in inbox, on records (guidance console), or both locations.
  • Expiration β€“ Optionally set a lifespan after which the message disappears, for a self-managing inbox. Useful for time-sensitive alerts.
  • Sender β€“ "Customize Sender" allows you to set a custom sender label like "Act On It", "System" or "Customer Portal" instead of the running user.
  • Category β€“ Categorize messages (assigned by admin) to allow inbox filtering by type, priority or category.


Once you have configure your Message Details, click "Next" to continue.

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