Salesforce Docs Portal

Create Actions in the Activation Center

Create actions for third-party providers and channel platforms such as Facebook Ads and Slack.

Required Editions

User Permissions Needed
To create an Action Admin
  1. On the Analyze & Act tab, on the left menu, click Activation Center and then select Actions.
  2. Click Add New.
  3. Select the connector or channel that you want to create an action for. For example, select Email.
  4. Define the parameters for the action. The setup for each connector or channel is unique:
    1. Name your action.
    2. Set the destination. For example, a recipient’s email address.
    3. Add your content. For example, add a message or the information that you want to share.
    4. To add a query to your action, click Query Settings. Queries make the data dynamic and interactive. When you add a query to your content, ensure that the measurements and dimensions you selected are available in your data.
    5. A preview of your action rule appears in the window on the right side.
  5. To create the action, save your changes.
  6. To define a trigger for the action, click Create Rule.