Sometimes you may see a warning that states there is a missing required field on your report, which prevents you from importing the list into Act-On. This guide reviews the fields that are required for importing a report and how to add them to the report in Salesforce.
Required fields include the following:
| Lead ID, or Contact ID | Required for all Salesforce reports imported into Act-On |
| Owner ID | Required for using a Report List to identify Hot Prospects. |
Prerequisites
- Salesforce account with privileges to create/edit reports
- Act-On Package installed and configured
- A custom Owner ID field (as recommended in our integration guide)
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 reveals 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.
Instructions
- In Salesforce, go to Reports > New Report... (or locate your existing report and edit it)
- Select the Report type you are working on (eg Leads or Contacts) and click Create
- In the Fields column on the left-hand side, find the Lead ID or Contact ID field
- Drag and drop it into the report
- Scroll down in the Fields list on the left and find Owner ID
- Drag and drop it into the report
- Click Save
- Name the report and select a Public report folder
- Click Save and Run
You may now import the report into Act-On.
FAQs and Troubleshooting
My Report already has the required field(s), why am I seeing a warning?
See our article here for more information on troubleshooting this problem: Why am I unable to import my report into Act-On?
