Accessing Act-On Data in NetSuite

Install the Act-On bundle in NetSuite to enable NetSuite to pull data from Act-On into the Act-On Dashboard Portlet & the Hot Prospects Dashboard for sales reps.

Before you start:  You'll need to know the role(s) used for your sales seat users.

Install the Act-On Bundle

1. Sign into your NetSuite account using an Administrator role.
2. Go to Customization > SuiteBundler > Search & Install Bundles.
3. Search for the Keyword "Act-On Portal":

4. Click the bundle name to open it, then click Install and follow the steps.

Enable the following features in NetSuite:

1. Go to Setup > Company > Enable Features and click on the SuiteCloud subtab.
2. Enable the features listed below & click Save when done.
   • NetSuite as OIDC Provider
   • Client SuiteScript
   • Server SuiteScript
   • OAuth 2.0
   • REST Web Services

For any sales seat user role, add the following permissions:

1. Go to Setup > Users/Roles > User Management > Manage Roles.
2. Edit the role that is used for your sales seat users as follows:
   • Under Permissions > Lists add "Employees" with level "View".
   • Under Permissions > Setup add "Log in using OAuth 2.0 Access Tokens" with level "Full".
   • Under Permissions > Setup add "REST Web Services" with level "Full".
   • Save the role.

Configure the audience for the sales seat integration:

1. Go to Setup > Integration > Manage Authentication > NetSuite as OIDC Provider Setup.
2. Click on Act-On OIDC Integration Record (Production).
3. Under Entities > Employees check the "Select All" checkbox.
4. Under Roles, search for the role(s) used for your sales seat users, and add to the selected roles.
5. Click Save.

Install the Act-On Tab

1. Go to Customization > Centers and Tabs > Center Tabs > New.
2. Enter the Label "Act-On".
3. From the Center list, select either All or Marketing Center, as required.
4. In the Content > Categories section, enter the Name "Act-On" and click Add.
   In the Content > Portlets section, select Type: Custom Portlet, Column: Center, and Show: Yes:

5. Click Save.

Set Up the Act-On Portlet

1. At the top, click the Act-On Tab.
2. Go to Personalize > Standard Content and drag the Custom Portlet into the main area:

3. Close Personalize Dashboard, and in the custom content box, at the top right, click  & choose Set Up.
4. Choose the Source "Act-On Dashboard Portlet":

5. Click Save.

Next Steps

Provide the NetSuite Sales Portal User Guide to your Sales users. Have them follow the instructions to add Hot Prospects to their homepage in NetSuite.

Troubleshooting

Remove Duplicate Activity History

The Act-On bundle may create two subtabs in NetSuite for Act-On Activity History. To remove the duplicate sub-tab, follow these instructions:

1. Sign into your NetSuite account using an Administrator role.
2. In NetSuite, go to Customization > Forms > Entry Forms:

3. Find the Preferred Entry Form for Customers/Lead/Prospects and click Edit:

4. Scroll down to Subtabs and clear the selection for the duplicate Act-On Activity History:

5. Click Save.

Repeat this for the Preferred Entry Form for Contacts as needed.