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 Contact Report for a Lead/Contact
- View the Act-On Account Report for your Accounts
- View the Act-On Tab, a sales user portal which contains:
- Hot Prospects dashboard for Sales
- Website Prospector
- Sent Messages
- User profile settings such as signatures
- 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.
- 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
Important! If you have previously installed an Act-On package in your Salesforce account and need to upgrade, see How to Upgrade your Salesforce Package for further instructions.
Install the Salesforce integration package in the following steps:
- Configure Remote Sites for Act-On
- Set up a Domain for your Salesforce account
- Install the package
- Enable Oauth for System Administrator and Act-On Users
Step 1: 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.
- In Salesforce, navigate to Setup.
- In Quick Find in the left column, type “Remote Site” and click on Remote Site Settings.
- Click the button New Remote Site.
- 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://cixx.actonsoftware.com (this will match the login URL of your act-on account)
- Ensure that the Active checkbox is checked for both sites.
- Ensure these reflect secure URLs (https) exactly as above.
- First site
Step 2: Set up a Domain for Salesforce
Note: Some Salesforce accounts already have this configured.
This step sets up a custom subdomain for your Salesforce account, which is required to use the Act-On Lightning app.
- Log into Salesforce as a System Administrator
- Go to Company Settings > My Domain
- Click Add a Domain
- Enter the domain name
- Click on Check Availability
- Register Domain (Note: this can take a few minutes)
- Click on Login
See Salesforce Help for more information on this setting and more advanced configuration options.
Step 3: Install the Act-On Package
Note: When installing the package, a custom field will be created labeled "AccountId18char". This is a field necessary for our Account Report feature.
- In Act-On, go to Settings > Connectors > CRM > Salesforce. (Connect to Salesforce if you are not already connected)
- Click on the Install Package button.
Alternative Link: Click here to install the Salesforce package without logging in to Act-On.
- Click OK to acknowledge that you have set up your Remote Site Settings (above)
- A new window will pop up. Log in to Salesforce as a System Administrator.
- Select Install for All Users
- Even though access will be granted to all Salesforce users, Act-On will not be accessible by any users until the features have been exposed via Salesforce layouts and the users have been registered in Act-On.
Note: This may take a while. You will receive an email when the installation is complete.
Step 4: Pre-approve OAuth for System Administrator and Act-On Users
This allows users to access Lightning features.
- Go to Setup > Apps > App manager > Act-On Lightning Support > select Manage from drop-down
- Click Edit Policies
- Go to OAuth policies > Permitted Users > Admin approved users are pre-authorized > Save
- If you get a pop-up warning, click OK
- Scroll down and find the button "Manage Profiles"
- Check the box for System Administrator and any other Profiles for your Act-On Users (eg, Standard Platform User) click Save.
See Salesforce Help for more information on this setting.
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.
Remote Site Errors
If you continue to receive an error to add the Remote Sites list, have your Salesforce Administrator follow these steps to resolve the errors.
- Remote Site Settings error:
- Additional indication there are errors with remote site settings:
Solution: Review and Update Remote Site Settings
- Confirm in Salesforce that your Remote Site Settings for Act_On2 and Act_On_Service are:
- Reflect secure URLs (https)
- Act_On2 must match your account server URL, which is ci36.actonsoftware.com in this example:
- Have no other syntax errors
If you are still receiving errors, contact our support team for further assistance.