This feature set allows Salesforce users to send emails to leads and contacts using Act-On’s email servers and tracking capabilities. This component is a button that creates a pop-up window to the Act-On message composer. You can also grant your Sales users access to email templates so they can send your professionally designed messages.

There are two components that enable sending Act-On Emails to Leads and Contacts:

User Requirements

To use this feature, sales users must have:

• An active connection to Salesforce
• Act-On package installed in Salesforce, with the most current version
• The users must be registered in Act-On to use the feature
• Email templates enabled, if desired
• Pop-up blocker disabled

Installation

Prerequisites

• An active connection to Salesforce
• Act-On package installed to the most current version
• Salesforce administrator credentials

Lead and Contact Page Layouts

These instructions apply to both Salesforce Classic and Lightning.

1. Navigate to Page Layout setup.
   • In Classic, go to Setup > Build > Customize > Leads > Page Layouts
   • In Lightning, go to Setup > Quick Find > Object Manager > Lead > Page Layouts
2. Select the layout you wish to add the component to and Edit
3. In the top console, navigate to Buttons
4. Drag and drop the Send Act-On Email button over to Lead Detail Custom Buttons.
   
   • Note: There are two versions of this button for each layout. Hover over each button to see the API Name. Use the ActOn__Send_Act_On_Email button for both Leads and Contacts.
5. In the top console, navigate to Mobile & Lightning Actions
6. Drag and drop the Send Act-On Email button over to Salesforce Mobile and Lightning Experience Actions.
7. Click Save at the top console.
8. Repeat steps 1-7 for Contact > Page Layouts.
9. Have a Sales user test the buttons (pop-ups must be disabled)

Note: Do not use the Visualforce Page for "Send ActOn Email". This is not intended for page installation. It will cause problems for users if installed.

More info: Customize Page Layouts with the Enhanced Page Layout Editor (Salesforce.com)

Lead and Contact Search Layouts

These instructions apply to both Salesforce Classic and Lightning.

1. Navigate to Search Layout setup.
   • In Classic, go to Setup > Build > Customize > Lead > Search Layouts
   • In Lightning, go to Setup > Quick Find > Object Manager > Lead > Search Layouts
2. Find the List View and click on Edit
3. In Custom Buttons look in the Available Buttons area and click on Send Act-On Email.  
4. Click Add.
5. Click Save at the bottom of the page.
6. Repeat steps 1-5 for Contact > Search Layouts.
7. Have a Sales user test the button (pop-ups must be disabled).

More info: Customize Search Layouts (Salesforce.com)