The fastest way to understand Act On It is to explore the app itself.
Once installed, open the Act On It Lightning App from the Salesforce's App Launcher and click through the tabs. You’ll see examples already in place and get a feel for how alerts, prompts, and actions work together.
Main areas you’ll see:
- 🏠 Home
A starting point showing what’s active and where attention is being surfaced.
- 📬 Message Inbox
Where users see alerts and take action.
- 🔔 Message Types
Defines what alerts look like and what actions are available.
- ⚙️ Notifications
Controls who is notified and when.
- 🛠️ Application Settings
Admin controls for permissions, objects, actions, volume, and integrations.
- 📬 Sent Messages
A record of alerts and prompts that have been delivered and acted on.
- ⏰ Queued Messages
Messages waiting to be sent.
- 🔕 Opt Outs
User notification preferences.
- 📚 Blueprint Library
Pre-built examples to accelerate setup.
- 🧪 Test & Training Utility
Tools for testing and training without impacting live work.
