Requirements

• You must have version 1.83 (or above) of the Act-On Salesforce package installed.
• The Salesforce user connected to your Act-On account must be in Classic mode.
• The connector user must have permission to see/run the report being emailed (i.e. the report should be saved in a public folder).
• The Salesforce Report must be accessible by Act-On.

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.

Setup

Salesforce Lightning

1. Log in as a Salesforce Administrator and click the Setup icon
2. Under the Setup menu, click Edit Page.
3. Drag the Visualforce component to the desired location on the layout:
   
4. Configure the component using the menu in the right-hand column.
   • Change the Label name to "Act-On" (or hide it).
   • Under Visualforce Page Name, select Send to Report
     
     Important: Do not select any of the other Act-On add-ons (Add to Act On List, Send Act On Email). These are not designed to be used on the Home page and will likely break it.
   • Set Height to 50
   • Under Set Component Visibility, you can set a filter to control what users have access to the feature as needed.
5. 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 be a custom link to send 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. Next, add the custom link to the Home page in Salesforce. Go to Customize > Home > Home Page Layouts and edit the home page.
7. Under the Narrow Components to Show section, click on the checkbox for Act-On.
8. Click Next.
9. Move Act-On to the Left or Right column as desired. We recommend using the Narrow (Left) Column for this link.
10. Save.
11. Navigate to Salesforce Home to review the layout and test the link.

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.

Using the feature

To send Act-On email to an existing Salesforce report, simply follow these steps:

1. Click on the Send Act-On Email to Report link.
2. Select the report you want to send to:
   
   • Note: If the report cannot be imported, you will not be able to proceed from the selection screen.
3. Click Send from the upper right corner.
4. Complete the message send in the Act-On message composer.

Notes:

• If the custom link requires you to log in to an Act-On account, make sure that the email addresses match between your Act-On and Salesforce accounts. Your Act-On administrator can confirm this.
• When creating Salesforce reports, make sure the report contains:
  • Lead ID or Contact ID
  • Owner ID (if email signatures use sfowner.xxx variables for personalized messaging)
• Any reports must be accessible by the user associated with your Salesforce connector (not just the sales user)