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.

Component	Description
Act-On Tab	An Act-On portal for Salesforce users who are registered in Act-On. Features include: Hot Prospects dashboard* Website Prospector* Sent Message reports Profile settings including email signature, alert preferences, and Act-On user profile *These features must be configured in addition to the Act-On tab.
Send Act-On Email	This feature set allows Salesforce users to send emails to leads and contacts using Act-On’s email servers and tracking capabilities.
Act-On Contact Report	This feature lets users view the Contact Report directly in Salesforce. Available as a pop-up.
Act-On Account Report	This feature lets users view theAccount Report directly in Salesforce. Available as a pop-up.
Send Act-On Email to Report	This feature set allows registered Salesforce users to send emails to a Salesforce Report from the Classic and/or Lightning Home pages.
Add a Salesforce Campaign to Act-On	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
activityHistoryInlineLead activityHistoryInlineLead (deprecated)	Visualforce Page	Lead	This loads old Act-On Activity history and should be removed from the page layout.
activityHistoryInlineContact activityHistoryInlineContact (deprecated)	Visualforce Page	Contact	This loads old Act-On Activity history and should be removed from the page layout.
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.
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.
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.
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.
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.

Act-On Components for Salesforce

Install Guides

Deprecated Package Components

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