Act On It Email Assistant
Challenge: Email alerts often become a source of frustration. They clutter inboxes, are difficult to organize, and typically remain passive and one-way. Salesforce Admins frequently receive requests for email alerts, only to face complaints about their overwhelming volume later. Moreover, actionable alerts usually require users to switch between applications, disrupting their workflow and potentially leading to forgotten tasks.

Solution: Act On It for Gmail/Outlook transforms email alerts into actionable work items. Act On It will recognize and surface the underlying alert message in the Salesforce side panel, providing immediate access to the record details and quick actions for streamlining next steps. No more app switching. No more forgotten activities. One click, and you're completing tasks, updating records, reassigning work, or triggering flows—right from your inbox.
Result: Users can take quick decisive action with a couple of clicks directly from their mailbox. Saving time and preventing them from having to navigate away to complete their activities.
