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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!
    • Home Tab
    • πŸ› οΈ Application Settings
    • πŸ”” Message Types
    • πŸ“¬ Sent Messages
    • βš™οΈ Notifications
    • ⏰ Queued Messages
    • πŸ”• Opt Outs
    • Message Inbox
    • Blueprint Library
    • Test & Training Utility
  • Category IconYour All-in-One Notification Center in Salesforce
  • Category IconDesign Your Messages
  • 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

Blueprint Library

The Blueprint Library provides over 30 templated workflows to accelerate development.

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Blueprints serve as useful starting points that can be customized as you see fit:


  1. Navigate to the "Blueprint Library" located in the utility bar. 
  2. Select the desired blueprints
  3. Click "Build!"


Act On It will instantly configure the flows with recommended settings applied. Your sample automations can be accessed from the "Recently Created" list view under the "Message Automations" tab.


Review and personalize the blueprints to fit your specific needs. Change criteria, messages, and more via the automation builder.


Beyond library examples, admins and super users can create fully custom automations from scratch. The blueprints simply jumpstart the process for common use cases.

Take advantage of best practice templates so your team can realize value faster. 

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