Your Act-On Forms must have certain fields to ensure that your Form data syncs correctly when synchronizing data between Act-On and Salesforce CRM. The following Form fields are required:

• First Name
• Last Name
• Email Address
• Company

Instructions

Adding Required Fields

In the Forms Composer, make sure that your Form includes all four required fields: First Name, Last Name, Email Address, and Company. You can drag and drop these fields into your Form in the Design tab. 

Using Hidden Fields to Hide Required Fields

If you don't need to collect information for one or more of the above fields in your Form, you can add a hidden field instead. This allows you to meet field requirements for syncing with your Salesforce CRM while hiding unneeded fields from your Form's visitors. Act-On will populate hidden fields with a [not provided] value.

Follow the steps below to create a hidden Form field for a required Salesforce CRM field:

1. Go to Content > Forms and click Edit open the Form you'd like to edit.
2. In the Forms Composer Design tab, drag a Hidden Field block into your Form.
3. Add the required field name in the Field Name and Column Name.
   • The example below creates a hidden field for the required "Company" field.
4. Click OK.
5. Save your Form.

FAQs and Troubleshooting

View Salesforce Push Errors

If leads are not reaching your Salesforce account as expected, other Form fields could be causing an error when pushing data to your CRM. To check for push errors, see View Salesforce Form Push Errors.

Push Missed Leads to Your Salesforce CRM

When push errors occur during Form submission, the lead or contact trying to submit your Form will not be added to your Salesforce CRM. Act-On does not automatically retry sending missed leads that are due to push errors. You can use one of the following two methods to send missed contacts and their submitted data to your Salesforce CRM.

Push Data from Act-On to Salesforce

To resend missed Form data from Act-On to your Salesforce CRM:

1. Go to Contacts > Other Lists > Form Submissions
2. Find the Form with push errors in your Form Submissions list
3. Click the drop-down arrow (located to the right of your Form's name)
4. Click Import/Export > Push to Salesforce.com
5. Check the Push to Salesforce box
6. Check the Add new records as Salesforce leads and Update existing records boxes
7. Click Select Push-Update Fields to select which fields you'd like to push to your CRM
8. Under Push Trigger, select Scheduled
9. Under Scheduling, schedule a one-time data sync to push this data to Salesforce
10. Click Save
    

Manually Upload a Contact's File in Salesforce

You can also download your Form's submission list and upload your missed lead's information directly into Salesforce. 

1. Go to Contacts > Other Lists > Form Submissions
2. Find the Form with push errors in your Form Submissions list
3. Click the drop-down arrow (located to the right of your Form's name)
4. Click Import/Export > Download to CSV or Download to Excel
5. Log in to your Salesforce account and manually upload Form data to Salesforce