In order to import a Salesforce report into Act-On, the Salesforce Lead ID and/or Contact ID are required in the report. The Owner ID is required for reports that you will use for Hot Prospects.

By default, the Owner ID field is hidden in Salesforce. To add it to your reports, you must create a custom fields duplicating the IDs. This custom field reveal the hidden ID field so it can be pulled into a report and then imported to your Act-On marketing list. See this article for instructions: How to Configure Behavior Score and Owner ID in Salesforce.

Requirements to get started

• Salesforce connected user must be in Classic Mode
• The Salesforce user creating the report must be in Classic Mode
• Act-On Package version 1.85, with new Lightning support

Instructions

1. In Salesforce, go to Reports > New Report... (or locate your existing report and edit it)
2. Select the Report type you are working on (eg Leads or Contacts) and click Create.
3. In the Fields column on the left-hand side, find the Lead ID or Contact ID field.
4. Drag and drop it into the report. 
5. Scroll down in the Fields list on the left and find Owner ID.
6. Drag and drop it into the report.
7. Click Save.
8. Name the report and select a Public report folder.
9. Click Save and Run.

You may now import the report into Act-On.