Act On It allows any notification to be sent as an email alert with a single click.

The core email components are created automatically during installation. A small amount of additional configuration is recommended to ensure optimal email delivery.

This article explains:

• Where the Act On It email template is created
• What parts of the template can and cannot be modified
• How to configure the email sender address
  

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1. Act On It Email Template

Where to Find the Template

1. Open the App Launcher in Salesforce.
2. Navigate to Email Templates.
3. Locate the template created by Act On It (typically named something like Act On It Alert Template).
4. The template is a Lightning Email Template with:
   • Related Entity Type: Sent Message
     

This template is referenced automatically by Act On It. It looks like this:

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How the Template Works

The Act On It email template is dynamic and populated at runtime using merge fields supplied by Act On It.

These merge fields control:

• The email subject
• The main alert message
• Detailed message content
• Dynamic content blocks
• The call-to-action (CTA) URL
  

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What You Can Change Safely

You may customise the following without impacting functionality:

• Logos, colours, and fonts
• Layout and spacing
• Button styling and labels
• Static copy
• Additional static HTML (such as footers or disclaimers)
  

These changes allow you to align the email with your organisation’s branding.

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What You Should Not Change

To ensure Act On It email alerts continue to function correctly, do not:

• Remove, rename, or replace Act On It merge fields
• Change the Related Entity Type (must remain Message)
• Modify or remove the dynamic subject merge field
• Remove hidden reference fields used for tracking
• Convert the template to a different template type
  

Altering these elements may prevent emails from sending or displaying correctly.

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2. Configure the Email Sender Address

Act On It email alerts are sent using Salesforce automation. To ensure consistent branding and reliable delivery, configure an Org-Wide Email Address for outgoing emails.

Steps

1. In Setup, search for Org-Wide Email Addresses.
2. Create or select a verified email address (for example, [email protected]).
3. Copy the Salesforce ID of the Org-Wide Email Address.
4. Open Custom Settings in Setup and select Act On It Settings.
5. Paste the ID into the Default Org Wide Email Address Id field.

Once configured, all Act On It email alerts will be sent from this address.