Installing the Act-On package in Salesforce will allow your Salesforce Sales users to see the Act-On behavior history for Leads and Contacts, access the Act-On Hot Prospects dashboard, and send emails to Leads and Contacts with custom email templates and can use Act-On email tracking.

Features this package provides:

• Send Act-On Emails from Salesforce to Leads/Contacts, and to Reports
• View the Act-On Activity History for a Lead/Contact
• View the Act-On Tab, a sales user portal which contains:
• Hot Prospects dashboard for Sales
• Website Prospector
• Sent Messages
• User profile settings
• Import a Campaign List from Salesforce in one click

This guide provides instructions to install the package. Once the package is installed, the Act-On components will need to be enabled in Salesforce.

Prerequisites

• Act-On Marketing or Admin user credentials
• An active connection from Act-On to Salesforce
• Username, password and security token for a Salesforce administrator
• Pop-up blocker disabled

Instructions

Install the Salesforce integration package in three main steps:

1. Configure Remote Sites for Act-On
2. Install the package
3. Push the Act-On Server URL to Salesforce

Remote Site Setup

Act-On's inline activity history view for the sales team requires you to authorize two Act-On URL's as remote sites in your Salesforce account.

1. In Salesforce, navigate to Setup.
2. In Quick Find in the left column, type “Remote Site” and click on Remote Site Settings.
3. Click the button New Remote Site.
4. Configure two new remote sites with the following settings:
   • First site
     • Remote Site Name - Act_On_Service
     • Remote Site URL - https://sf.actonsoftware.com
   • Second site
     • Remote Site Name - Act_On2
     • Remote Site URL - https://<serverurl>.actonsoftware.com
   • Ensure that the Active checkbox is checked for both sites.
   • Ensure these reflect secure URLs (https) exactly as above.

Install the Act-On Package

1. In Act-On, go to Settings > Connectors > CRM > Salesforce.
•  Connect to Salesforce if you are not already connected.
2. Click on the Install Package button. 

   Alternative Link: Click here to install the Salesforce package without logging in to Act-On.

3. Click OK to acknowledge that you have set up your Remote Site Settings.
4. A new window will pop up.  Log in to Salesforce as an administrator.
5. Select Install for All Users 
• Even though access will be granted to all Salesforce users, Act-On features will not be accessible by any users until they have been exposed via Salesforce layouts and the users have been registered in Act-On.
6. Check the box to acknowledge this is a non-native Salesforce App.
7. Click Install.

Next Steps

Once the Salesforce package has been installed, your Salesforce Administrator can enable Act-On components in Salesforce so your users can access Act-On features directly in Salesforce.

Troubleshooting

Remote Site Errors

If you continue to receive an error to add the Remote Sites list, or when pushing your Act-On server URL to Salesforce, have your Salesforce Administrator follow these steps to resolve the errors.

• Remote Sites error:

Review Remote Site Settings

1. Confirm in Salesforce that your Remote Site Settings for Act_On2 and Act_On_Service are:
• Active
• Reflect secure URLs (https)
• Act_On2 must match your account server URL, which is ci36 in this example:
• Have no other syntax errors
2. If you made changes here, visit the Act-On tab to test the integration. Continue to solution 2 if errors persist.

If you are still receiving errors, contact our support team for further assistance.