To fully integrate Salesforce with Act-On, your Salesforce Administrator must create two specific custom fields in the Salesforce account, including:

• Act-On Behavior Score - to push the lead score from Act-On to Salesforce
• Owner ID - a duplicate ID field to reveal the hidden OwnerId field for Act-On. This must be completed in order to associate Sales ownership in the Act-On list and send personalized emails from your sales team.

We recommend adding these fields prior to syncing CRM data and importing your lists. If you missed this step, however, new fields may be added at any time.

Reminder: Custom fields rely on field alignment between your CRM and Act-On. If these field names change in your CRM but are not updated in Act-On to match, syncs will fail going forward. For more information on field names and data syncing, see Name Your Fields to Prevent Data Issues.

Instructions

Requirements to get started

• Salesforce administrator credentials

Salesforce Classic

These fields must be created once for Contacts and again for Leads.

Act-On Behavior Score

This custom field will be used to push the Act-On behavior score to Lead and Contact records in Act-On. First, create the field for your Contacts.

1. In Salesforce, go to Setup > Customize
2. In the left side menu, use Quick Find search bar to locate Contacts > Fields
3. Scroll down to Contact Custom Fields and Relationships
4. Click the New button
5. Select the Number radio button under Data Type then click Next
6. Enter New Custom Field details:
   • Field Label: Lead Score or similar
     • This must match for Contacts and Leads
   • Length: 6
   • Field Name: will auto-populate
     • This must match for Contacts and Leads
   • Description and Help Text may be customized for your application
   • Leave all other fields blank/unchanged
7. ClickNext
8. Establish the field-level security for all users who will use the behavior score field as follows:
   • Visible: Checked for all users who need to see the score in Salesforce (eg Sales Profile)
   • Read-Only:
     • Unchecked/false for the Act-on Connected User's Profile (usually System Administrator)
     • Checked/true for all other roles - only Act-On should change this field
9. Click Next
10. Choose the page layouts where you want to display the score in Salesforce
11. Click Save & New

Next, create a field for Owner ID.

Owner ID

This custom field reveals the OwnerID so that it can be pulled into a marketing list, which is required to associate sales ownership when using particular functions of Act-On, such as personalized sending. This duplicates that native Owner ID field, which is not available to pull into the Act-On list.

1. Under Data Type, select the Formula radio button
2. Click Next
3. Enter New Custom Field details:
   • Field Label: Owner ID
   • Field Name: Owner_ID (this will auto-populate and must be exact - do not change)
4. For Formula Return Type, select the Text radio button
5. Click Next
6. Copy the short text below and paste it into the Simple Formula text box within Salesforce

   CASESAFEID(OwnerId)

7. Click Next
8. Establish field-level security for users who will use the Owner ID field as follows:
   • >Visible: unchecked for all - this field is for background use only
   • >Read-Only: checked for all and cannot be changed - this is a formula field
9. Click Next
10. Uncheck all page layouts so the new Owner ID field does not display
11. Click Save

Repeat these steps to create a Behavior Score and Owner ID field for Leads.

Lightning Experience

These fields must be created once for Contacts and again for Leads.

Act-On Behavior Score

This custom field will be used to push the behavior score to Lead and Contact records in Act-On. First, create the field for your Contacts.

1. In Salesforce, go to Setup
2. In the left hand menu, go to Objects and Fields > Object Manager
3. Select Contact
4. In the left-hand menu, go to Fields & Relationships
5. Click New
6. For Data Type, select the Number radio button
7. Click Next
8. Enter New Custom Field details:
   • Field Label: Lead Score or similar
     
     • This must match for Contacts and Leads
   • Length: 6
   • Field Name: will auto-populate
     • This must match for Contacts and Leads
   • Description and Help Text may be customized for your application
   • Leave all other fields blank/unchanged
9. ClickNext
10. Establish the field-level security for all users who will use the behavior score field as follows:
    • Visible: Checked for all users who need to see the score in Salesforce (eg Sales Profile)
    • Read Only:
      • Unchecked/false for the Act-on Connected User's Profile (usually System Administrator)
      • Checked/true for all other roles - only Act-On should change this field
11. Click Next
12. Choose the page layouts where you want to display the score
13. Click Save & New

Next, create Owner ID.

Owner ID

This custom field reveals the hidden Owner ID field so that it can be pulled into a marketing list. This field is required to associate sales ownership when using particular functions of Act-On, such as personalized sending.

1. For Data Type, select the Formula radio button
2. Click Next
3. Enter New Custom Field details:
   • Field Label = Owner ID
   • Field Name = Owner_ID (this will auto-populate and must be exact - do not change)
4. For Formula Return Type, select the Text radio button
5. Click Next
6. Copy the short text below and paste it into the Simple Formula text box within Salesforce:

   CASESAFEID(OwnerId)

7. Description and Help Text may be customized for your application
8. Click Next
9. Establish field-level security for users who will use the Owner ID field
   • Note: It is not necessary to make the Owner ID field visible to your end-users or add it to the layout since this will only be used for reports that are pulled into Act-On
10. Click Next
11. Uncheck all page layouts so the new Owner ID field does not display
12. Click Save

Next Steps

Once you have set up these fields in Salesforce, you can sync your lead score: Syncing Lead Scores with Salesforce