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Act-On Software

Sending Act-On Emails to Salesforce Reports

AUDIENCE:  Administrators
OBJECTIVES: Allow Salesforce users to send Act-On email messages to Salesforce report

 

After installing the Act-On package for Salesforce, you can provide Salesforce users the ability to send Act-On email messages to Salesforce reports. Follow the steps below to set up this functionality within Salesforce:
  1. Log in to Salesforce as an administrator, and click Setup.
  2. Click Customize on the left.
  3. Click Home.
  4. Click Home Page Components.
  5. Create a new custom component. We recommend calling it “Act-On”.
  6. Next, edit the Act-On component and you will see a new custom link: “Send_Act_On_Email_to_Reports”.
  7. Add a custom Act-On link.
  8. Go to Home Page Layouts and edit the home page.
  9. Click on the checkbox for customer links under the Narrow Components to Show section.
  10. Save the page layout.

This will enable the custom link on the page layout to send Act-On email to reports. Once selected, you will be able to create a new message, select a template or a previously-sent message to a Salesforce report.

Note: When creating Salesforce reports, sales users need to make sure their reports contain:
  • Lead ID or Contact ID
  • Owner ID (if their signatures use sfowner.xxx variables)
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