Accessing Act-On Data in NetSuite

Use the Act-On bundle in NetSuite to view Act-On engagement activity directly within NetSuite. Sales users can see email interactions, form submissions, website visits, and lead score information without leaving NetSuite.

Install the Act-On CRM Portal bundle

1. Sign in to NetSuite using an Administrator role.
2. Go to Customization > SuiteBundler > Search & Install Bundles.
3. Search for the keyword Act-On Portal.
4. Select Act-On CRM Portal for NetSuite and click Install.

Enable required NetSuite features

1. Go to Setup > Company > Enable Features.
2. Open the SuiteCloud subtab.
3. Enable the following features:
   • Client SuiteScript
   • Server SuiteScript
   • REST Web Services
   • OAuth 2.0
   • NetSuite as OIDC Provider
4. Click Save.

Configure Sales Seat role permissions and audience

To allow Sales Seat users to view Act-On activity and dashboards in NetSuite, you must update role permissions and configure the OIDC audience. These steps are required.

Update role permissions for Sales Seat users

1. Go to Setup > Users/Roles > Manage Roles.
2. Edit the role used by your Sales Seat users.
3. Under Permissions > Lists, add:
   • Employees with level View
4. Under Permissions > Setup, add:
   • Log in using OAuth 2.0 Access Tokens with level Full
   • REST Web Services with level Full
5. Click Save.

Configure the OIDC audience for Sales Seat users

1. Go to Setup > Integration > NetSuite as OIDC Provider Setup.
2. Click Act-On OIDC Integration Record (Production).
3. Under Entities > Employees, select Select All.
4. Under Roles, search for and add the role or roles used by your Sales Seat users.
5. Click Save.

Create the Act-On tab

1. Go to Customization > Centers and Tabs > Center Tabs > New.
2. Enter the label Act-On.
3. Select the appropriate center (for example, All).
4. Under Content, add a category named Act-On and configure a Custom Portlet.
5. Click Save.

Set up the Act-On portlet

1. Open the Act-On tab.
2. Click Personalize and drag a Custom Portlet into the layout.
3. Open the portlet menu and click Set Up.
4. Select Act-On Dashboard Portlet as the source.
5. Click Save.

Troubleshooting: duplicate Activity History

In some cases, the Act-On bundle may add two Activity History subtabs. Remove the duplicate subtab to avoid confusion.

1. Go to Customization > Forms > Entry Forms.
2. Edit the preferred entry form for Customers, Leads, or Prospects.
3. Scroll to Subtabs and clear the duplicate Act-On Activity History.
4. Click Save.