Once the Act-On package has been installed in Salesforce, there are several components you can add so your team can access Act-On features directly in Salesforce.
Install Guides
These features are accessible only after the administrator has granted access to the users by placing them on the page layout(s). Follow the links below for more information and instructions in installing Act-On components for Salesforce.
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Component |
Description |
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An Act-On portal for Salesforce users who are registered in Act-On. Features include:
*These features must be configured in addition to the Act-On tab. |
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This feature set allows Salesforce users to send emails to leads and contacts using Act-On’s email servers and tracking capabilities. |
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This feature lets users view the Contact Report directly in Salesforce. Available as a pop-up. |
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This feature lets users view theAccount Report directly in Salesforce. Available as a pop-up. |
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This feature set allows registered Salesforce users to send emails to a Salesforce Report from the Classic and/or Lightning Home pages. |
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This feature allows Salesforce users to push a Salesforce campaign over to Act-On and create a marketing list. This component is a button that creates a pop-up window to Act-On. |
Deprecated Package Components
Due to the nature of Salesforce plugin development, previously used components cannot be removed from our package. Additionally, some components are not intended to be placed in a page layout. The following components should not be placed in any page layout and should be removed if they were previously installed.
Tip: You may need to hover over the element in Salesforce to identify the correct component.
| Name & Label (on hover) | Type | Object | Description |
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activityHistoryInlineLead activityHistoryInlineLead (deprecated) |
Visualforce Page | Lead |
This loads old Act-On Activity history and should be removed from the page layout. |
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activityHistoryInlineContact activityHistoryInlineContact (deprecated) |
Visualforce Page | Contact | This loads old Act-On Activity history and should be removed from the page layout. |
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Send ActOn Email Lead_Send_ActOn_Email |
Visualforce Page | Lead |
The S-control does not go onto the page. It is called when the associated button is clicked. May cause unintended behavior on page load. |
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Send ActOn Email Contact_Send_ActOn_Email |
Visualforce Page | Contact |
This does not go onto the page layout. It is called when the associated button is clicked. May cause unintended behavior on page load. |
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Send to Report Report_Send_ActOn_Email |
Visualforce Page | Contact |
This does not go onto the page layout. It is called when the associated button is clicked. May cause unintended behavior on page load. |
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ActOnAccountReport ActOnAcctRpt |
Custom S-Control |
Account (may also show for Lead or Contact) |
The S-control does not go onto the page. It is called when the associated button is clicked. May cause unintended behavior on page load. |
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ActOnContactReportClassicInline ActonActivityHistory |
Custom S-Control | Lead / Contact / Account |
The S-control does not go onto the page. It is called when the button is clicked. May cause unintended behavior on page load. |