Connecting to Salesforce will allow Act-On to:
- Synchronize the following:
- Create new Leads in Salesforce from Form Submissions
- Import and sync Marketing Lists, including:
- All Leads
- All Contacts
- Reports (pull only)
- Use automated programs to update records with specific activity from Act-On.
- Username and password for an Act-On Marketing or Admin user
- Username, password, and security token for your Salesforce account (How do I choose a user?)
Connect to Salesforce
- Log in to your account at Act-On.com
- Navigate to Settings > Connectors > CRM > Salesforce
- Click Connect
- Enter your Salesforce login, password, and security token. The security token must immediately follow your password with no space in between.
- If you do not have your Salesforce Security Token saved, you will need to reset it. See Salesforce Help for instructions (note: this is an external link that opens in new window).
Once you are logged in and successfully connected, the page will reflect that the Salesforce.com connector is active.
The recommended next step in setting up a new Salesforce integration is configuring the CRM Administration panel.
FAQs and Troubleshooting
How do I choose which Salesforce user to connect?
- The connected Salesforce user will be associated as the user for all Salesforce activities created by the Act-On API (activity notes, tasks, inbound leads, etc).
- A recommended practice for connecting Act-On with Salesforce is to create a generic Salesforce user account specifically for use with the connector. This allows you to distinguish between Act-On automation and user-specific actions in Salesforce.
- The connected user MUST be in Salesforce Classic mode for Reports to import to Act-On.
Important considerations when the connected user is NOT a Salesforce administrator:
- Your Salesforce administrator will still need to install and update the Act-On package on behalf of the account.
- Because the connected user does not have permission to see which version has been installed, Act-On cannot validate the package version and the connector page will always present the following message:
Your Salesforce.com account does not have the latest Act-On package or is using a deprecated package.
We highly recommend that you follow our updates so that you receive an email notification of product changes, including when a new Salesforce package is available.
Minimum permissions for the Salesforce user:
- Required Administrative Permissions:
- API Enabled
- View Reports in Public Folders
- Export Reports
- Edit Tasks
- Required Standard Object Permissions:
- Accounts: Read
- Campaigns: Read/Create/Edit/Delete/View All/Modify All
- Contacts: Read/Create/Edit/Delete/View All/Modify All
- Leads: Read/Create/Edit/Delete/View All/Modify All
- Opportunities: Read
- Enable Read access on any custom objects that you would like Act-On to have access to.
- Act On can integrate with custom objects that are related with Leads and Contacts. Please contact your Customer Success Manager for more information.
- Edit Record Type Settings to select only the record types you want Act On to have access to.
- Drill down on objects in field-level security settings and block unneeded fields that are not required for marketing purposes.
- Be mindful that synchronizing too many fields may negatively impact sync performance. Generally, fewer than 100 fields are required to sync between Salesforce and Act-On across all objects.
Can I connect my Salesforce account to more than one Act-On account?
Yes. Please see our related article for more information on this configuration.
I received an error that I am switching organizations, what should I do?
This typically occurs when you were once connected with Salesforce and are now connecting to a different account, or your email domain has changed. Further action is necessary to maintain integration and our support team will assist you.
If you have received this error message, contact our support team for further assistance.
Why is Salesforce suddenly disconnected?
The most common cause for a disconnected account is a password change in Salesforce. User passwords will expire after a specified period of time as set by your Salesforce administrator (eg every 90 days). The Salesforce user credentials in Act-On must be updated whenever a password has been changed to avoid interruptions with your Act-On integration.
Note: Your Salesforce user will have a new security token with each password reset.
Other causes for disconnection with Salesforce:
- The username has changed
- Inadequate Salesforce user permissions
- The Salesforce user has been set to inactive or is otherwise disabled
Once you have verified you have the correct credentials to your Salesforce account (and you have generated a new security token, if the password has changed), you may proceed to reconnect in Act-On.
Click on Connect and enter the new password + security token (with no spaces or characters).
How can I connect Act-On to my Salesforce Developer or Sandbox account?
See our article here: Setting Up the Salesforce Sandbox Connector