Essentials to Get Started

• You must have version 1.85 (or above) of the Act-On Salesforce package installed.
• The Salesforce user connected to your Act-On account must be in Classic mode.
  • Salesforce Lightning is now supported in package version 1.85. See our Upgrade instructions to get the latest package.
• The connected user must have permission to view the report.
• All Sales Users should review our recommended browser settings for our CRM Integration users, such as having their pop-up blocker disabled.
• The report should be saved in a public folder.

Note: Reports do not need to be imported to Act-On lists prior to using this feature. The Send to Report feature will import any existing report that Act-On can access.

Instructions

Salesforce Lightning

1. Log in as a Salesforce System Administrator.
2. From the Salesforce Sales Home page (or any other page you want the button to appear), click the Setup icon
3. Under the Setup menu, click Edit Page
4. Scroll down the Components menu to find the Custom Managed Component for Act-On:  Acton_Report_Email_Button
5. Drag the component to the desired location on the layout.
6. Click Save at the top right. Activate the page now, or later if needed.
    
   

In the section you selected on your home screen, there will now be a button to send an Act-On email to your existing reports.

Salesforce Classic

1. Log in to Salesforce as an administrator, and click Setup.
2. Navigate to Customize > Home > Home Page Components.
3. Under Custom Components, click New.
   • Provide a name. We recommend calling it “Act-On”.
   • Type = Links.
   • Click Next.
4. In Step 2, you will see Send_Act_On_Email_to_Reports under Custom Links not to show. Click on the link in the left-hand column and then click the arrow pointing right. This will add the link to the right-hand column.
   
5. Once the Send Act-On Email link shows on the right for Custom Links to show, click Save
6. Add the custom link to the Home page in Salesforce
   • To do this, go to Customize > Home > Home Page Layouts.
7. Find the home page for your Sales users (or use Default) and click Edit
8. Under the Narrow Components to Show section, click the checkbox for Act-On.
9. Click Next
10. Move Act-On to the Left or Right column as desired. We recommend using the Narrow (Left) Column for this link.
11. Save