In order for your Salesforce Reports to be imported successfully into Act-On, they must:
- Include the Lead ID or Contact ID columns
- Include First Name, Last Name, Company/Account, and Email Address
- Contain at least one record
To use the Salesforce owner to personalize the emails, you must create an 18-Digit Owner ID Field in Salesforce and include it in the report.
Due to limitations with Salesforce Lightning, the Salesforce-connected user must be in Classic mode in order to import a Report. If the connected user is in Lightning mode, you may receive an error signalling missing the Lead or Contact ID although your report does include these columns:
"You may be receiving this error if your Report does not include the Lead/Contact ID field which is required for a successful import into Act-On. If the field is already included in your report and the problem persists please contact Act-On Support."
Change the connected user to Classic mode to import the report.