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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!
  • 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
    • Publish Act On It alerts with Flow
    • Publish Act On It alerts with Apex
    • Enable Additional Salesforce Objects
    • Canceling Related Notifications With Flow
    • Canceling Select Notifications With Flow
    • Category IconIntroducing the Trigger Broker Framework
  • Category IconTracking & Reporting
  • Category IconPricing & Upgrading Your Act On It Plan
  • Category IconRelease Updates

Enable Additional Salesforce Objects



Here's how to add support for a new standard or custom Salesforce object:


Create an "Object Settings" Records

The first step is to create an "Object Settings" entry for the new object type. Object Settings will allow you to enable features, control object-specific behaviors and globally activate or deactivate automations for the object. 


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To add a new entry:


  • Navigate to the "Object Settings" tab under "Application Settings" in the Act On It application
  • Click "New" and specify the label (Object Name) and API name (sObjectType) of the target object
  • Configure the settings as follows:


  • Message Automation Limit - The maximum number of active automations permissible for this object.
  • Active Triggers - Controls whether "Event Notifications" (trigger-based) are active for this object.
  • Message Automation Schedule - Is Active - Controls whether "Timed and Proactive Alerts" or "Data Summaries" (scheduled automations) are active for this object.
  • Message Automation Enabled - Controls whether this object will be available when creating a new Message Automation.
  • Message Action Enabled - Controls whether this object will be available when creating a new Message Action.


  • Click "Save".


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Enabling "Event Notifications"
Event notifications require additional setup. Act On It leverages record-triggered flows and/or Apex triggers to process event notifications.

Enabling Event Notifications with Flow (Recommended)

To enable Event Notifications with flow, follow these steps:

1. Navigate to 'Flows' via the setup menu (Setup > Process Automation > Flows)

2. Select 'New Flow', 'Start From Scratch' and 'Record Triggered Flow':


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3. Choose the object you want to enable, select 'When a record is created or updated', ensure the 'Optimize the flow for' setting is set to 'Actions and Related Records', and click 'Save'.


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4. Provide a name and description for your new flow, and click 'Save':

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5. For the first (and only) element, search for Act On It's 'Process Trigger Records' action:

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6. Configure the action as follows:



  • Provide a suitable label and description.
  • 'Object for "New Record" (Input)': Set this to the type of object you are enabling for Act On It (e.g., Service Contract).
  • 'Object for "Old Record" (Input)': Set this to the same value as the 'New Record' input.
  • New Record: Select the Triggering record (e.g., Triggering Service Contract) or paste {!$Record}.
  • Old Record: Select the Prior Values of Triggering record (e.g., Prior Values of Triggering Service Contract) or paste {!$Record__Prior}.
  • Is Created: Set this input value to true for newly created records. We recommend creating and assigning a formula variable that utilizes the IsNew() formula function.
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  • Is Updated: Set this input value to true for updated records (i.e., not new). We recommend creating and assigning a formula variable that utilizes the Not and IsNew() formula functions.

    

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Your action should appear as follows:


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7. Click 'Save' and 'Activate' your flow.


The object is now enabled for Act On It event notifications. Please confirm the 'Active Triggers' checkbox is enabled for the relevant Object Settings entry in 'Application Settings'.


Enabling Event Notifications with Apex


  • Add a simple trigger to the object to invoke Act On It's processing on data changes:


trigger *Trigger Name* on *Object API Name* (after insert, after update, after delete, after undelete) {
   ActOnIt.ActOnItGlobalTriggerHandler.processTriggerRecords(trigger.oldMap, trigger.newMap);
}

Replace *Trigger Name* with a suitable name (e.g. 'Booking Trigger'), replace *Object API Name* with the API Name of your Object (e.g. 'Booking__c') and click 'Save'.


  • Write an Apex test class to accompany the trigger to achieve code coverage.


@isTest
public with sharing class *TriggerName*Test{
   @isTest static void testInsert(){
       insert new Booking__c(RequiredField__c='Value');
   }
}


  • [Optionally] Control trigger behavior using the trigger optimization settings:

Act On It triggers have been carefully optimized to ensure maximum performance. Three key settings on the "Object Settings" can help to further adjust trigger behavior as needed:


Trigger Object Settings (Advanced)

Number of Conditions Evaluated

  • Controls how many message automation conditions are evaluated synchronously - more conditions means more accurate queuing of async processor.
  • But more conditions evaluated means (potentially) longer trigger execution time.
  • Reduce this number if triggers cause slowness or high CPU usage.


Include Parent Field Conditions

  • Determines if triggers synchronously evaluate conditions referencing parent object fields.
  • Requires extra SOQL queries to retrieve parent data.
  • Disable to reduce number of queries per transaction.


Maximum Records Per Cycle

  • Sets the max number of records that will be processed per trigger execution to prevent generating a high volume of notifications during mass record updates.
  • Default is 1 record - any bulk updates will skip processing. Increase this number to allow more records to be evaluated.


Tuning these settings based on your message volume and trigger performance allows Act On It and your org's custom triggers to coexist efficiently. Review automation behavior after major configuration changes.


Make Objects Available to Users

  • On User Settings records, activate the objects that users should have access to for building automations


Following these steps enables full use of Act On It's capabilities for both standard and custom Salesforce objects. 

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Publish Act On It alerts with Apex
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