site logo

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
  • Category IconAutomate Message Delivery
  • Category IconPlug In Custom Quick Actions
  • Category IconUnlock Endless Possibilities
  • Category IconTracking & Reporting
    • Engagement Reporting - Message Analytics
    • Category IconImpact Reporting - Activity Tracking
      • Activity Tracking Actions
      • Creating Activities
      • Creating Relationships
      • Activities Data Model
  • Category IconPricing & Upgrading Your Act On It Plan
  • Category IconRelease Updates

Creating Activities

Once you have identified the activities you'd like to begin tracking you can start creating your activities in Salesforce. Navigate to the 'Message Actions' tab under 'Application Settings' within the Act On It Lightning App: 


bzjLlzbya8pe6nVje1RL5rG2Z5c1rA0ibZbj3q9D.png


Click 'New' in the top right. Leave the record type as 'Act On It Template' and select 'Next'. Select the 'Activity Tracking' option from the list of available templates and click 'Next':


Xz6YLjAI8xFvOfyBk8z9skUVAvAMhpSxLcPbPUer.png

Complete the form as follows:

  • Action Name - The name of the activity at it will appear in the Event Timeline e.g. Phone Call, Deal Pushed, Web Visit (etc).
  • API Name - The unique developer name for the activity. Store this value for later as it will be referenced in the automation used to log this activity.
  • Description [Optional] - Optional description. We recommend using this to explain what the activity signifies. This value will appear against the activity in the Event Timeline (via hover).


kkWmD06NVLmE9P5Vfm0Bp1yYNwSq3ZBjOVZERvLj.png


Choose a suitable icon and icon color. This icon will appear in the Event Timeline. 

Tk6XiRhpNy9NcKTfnbJDIkPcAnHWS0zVGNYXVz9N.png

Click 'Next'.


Lastly, choose a compatible data type. Most standard and all custom objects are supported. The data type refers to the type of record the activity will be related to. For example, our call logging activity is triggered by the creation of a 'call' task. However, we want to log the call event against the related opportunity (to appear in the opportunity event timeline), so we'll select 'Opportunity' from the list of available options:


aTO0ygm2bhaBIRigUD2EzqeczBef5iDOodz1fWRf.png

Click 'Save' and your action is now ready. Next we'll explore how you can define relationships between activities.



Previous
Activity Tracking Actions
Next
Creating Relationships
Powered by Tettra