How to Upgrade Using Checkout
Checkout is the fastest and most flexible way to upgrade your Act On It plan. With Checkout, you can:
✔️ Upgrade instantly with a credit card
✔️ Be charged monthly instead of committing to a full year upfront
✔️ Add, remove, or cancel licenses anytime via AppExchange
✔️ Get immediate access to your licenses—no invoicing or order forms required
Follow the steps below to upgrade using Checkout.
Step 1: Access Checkout via AppExchange
1️⃣ Go to our Act On It AppExchange Listing
2️⃣ Click "Get It Now"
3️⃣ Log in to your Salesforce account if prompted
4️⃣ Provide your Name, Email, Company Billing & Shipping Address
Step 2: Select Your Plan & Number of Licenses
1️⃣ Choose the number of user licenses you need
2️⃣ Review the pricing details (monthly billing)
3️⃣ If you have a discount code, enter it at checkout (contact us for volume discount eligibility)
Step 3: Complete the Payment
1️⃣ Enter your credit card details
2️⃣ Confirm your subscription and submit the payment
💡 No waiting required—your licenses will be activated immediately after payment is processed.
Step 4: Manage Your Licenses Anytime
🔄 Need to add, remove, or cancel licenses? You can do it directly via AppExchange:
✔️ Increase or decrease licenses as your team grows or changes
✔️ Cancel anytime (no long-term commitment required)
Frequently Asked Questions
1. Can I get a discount for upgrading via Checkout?
Yes! Volume discounts are available. Contact us for a discount code that can be applied during checkout.
2. Can I switch from Checkout to the Annual Savings Plan later?
Absolutely! If you decide to commit to a 2-year or 3-year term for additional savings, reach out to us to transition to the Annual Savings Plan.
3. How do I cancel my subscription?
You can cancel anytime via AppExchange. Your access will continue until the end of your current billing period.
Need Help?
If you have any questions or need assistance, feel free to contact us.