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Act On It

  • Category IconIntroducing Act On It
  • Category IconLet's Get Started: Installation and Setup
    • Installing Act On It
    • Assigning User Types
    • Enabling the Act On It Message Inbox
    • Enabling the Act On It Guidance Console
    • Enabling the Event Timeline
    • Enabling Act On It Email Alerts
    • Enabling Act On It Mobile Push
    • Efficient Data Management: Take Control of Your Salesforce Storage
  • 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
  • Category IconPricing & Upgrading Your Act On It Plan
  • Category IconRelease Updates

Enabling the Event Timeline

The Event Timeline can be added to any record page for visualising record lifecycles, aiding in auditing, analysis, and training. 

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When added to page layouts, the timeline reveals:


  • When key events and interactions took place.
  • When meaningful milestones were reached. 
  • When messages were delivered, opened and actioned.
  • The times between key events and activities.


Managers can use the underlying data to gain deep insights into their operations, improve efficiency, and identify areas for improvement. The Event Timeline offers a clear overview of record lifecycles for better decision-making and training opportunities. 


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To enable the event timeline, use the Lightning App Builder to add your component to any record page:


  1. Search for the "ActOnItEventTimeline" component under "Custom - Managed"
  2. Drag the timeline component onto the page
  3. Manage access to the timeline using component visibility settings. 


Adding to opportunity record pages will reveal both the lead and opportunity histories.

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Enabling the Act On It Guidance Console
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Enabling Act On It Email Alerts
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