How to Install the Act-On package for Salesforce

  • Updated

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:

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

Prerequisites

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.

Instructions

Install the Salesforce integration package in the following steps:

  1. Configure Remote Sites for Act-On
  2. Set up a Domain for your Salesforce account
  3. Install the package
  4. 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 URLs 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 - This will match the URL of your Act-On account. Log in to Act-On and check the address bar in your web browser. Examples:
          • https://cid2.actonsoftware.com
          • https://ci300.actonsoftware.com
          • https://forpcid11.actonsoftware.com
          • https://acapcid1.actonsoftware.com
    • Ensure that the Active checkbox is checked for both sites.
    • Ensure these reflect secure URLs (https://) exactly as above.

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.

  1. Log in to Salesforce as a System Administrator
  2. Go to Company Settings > My Domain
  3. Click Add a Domain
  4. Enter the domain name
  5. Click on Check Availability
  6. Register Domain (Note: this can take a few minutes)
  7. 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.

  1. In Act-On, go to Settings > Connectors > CRM > Salesforce and click on the Install Package button.
  2. Click OK to acknowledge that you have set up your Remote Site Settings (above)
    • Alternatively, Salesforce Administrators can Click Here to install ActOnInfo v 1.88
  3. A new window will pop up.  Log in to Salesforce as a System Administrator
  4. Select Install for All Users 
  5. Check the box to acknowledge this is a non-native Salesforce App and approve the installation.
  6. Click Install

Note: This may take a while. You will receive an email when the installation is complete.

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Step 4: Pre-approve OAuth for System Administrator and Act-On Users

This allows users to access Lightning features.

  1. Go to Setup > Apps > App manager > Act-On Lightning Support > select Manage from drop-down
  2. Click Edit Policies
  3. Go to OAuth policies > Permitted Users > Admin approved users are pre-authorized > Save
  4. If you get a pop-up warning, click OK
  5. Scroll down and find the button "Manage Profiles"
  6. 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.

Step 5: Update Clickjack Protection settings

Clickjack Protection is not required to use Act-On, however, if your organization has chosen to use this security feature, it may block Act-On from loading on the page.

To display Act-On elements in your Salesforce account while still using Clickjack Protection, your Salesforce System Administrator may add the domain, *.force.com to your allowlist

  1. Go to Setup > Quick Find and type to find "Session Settings".
  2. Find Clickjack Protection
  3. Turn off/uncheck “Enable clickjack protection for custom Visualforce pages with headers disabled”
  4. Scroll to the bottom of the page and click Save.

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.

FAQs & Troubleshooting

My Act-On host changed, do I need to change my Remote Site Settings?

Occasionally, the URI for your account host server may change. This is uncommon, but will happen in these scenarios:

  1. Your account has migrated to a new host for some reason (e.g. your account was upgraded to a dedicated server, or our Engineering department moved your account to a more performant host).
  2. Your account's host server has had a major change made by Act-On and the server name is now slightly different (e.g. you were hosted on ci36.actonsoftware.com, but now you are hosted on forpci36.actonsoftware.com).

With Scenario 1, you will need to update your settings in Salesforce.

With Scenario 2, you will not need to change your Salesforce settings but you may wish to do so. Old URIs will always resolve to the newest URI for the same host. Any new configurations should always use the new/current hostname.

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:

  mceclip2.png

  • Additional indication there are errors with remote site settings:refused to connect 

Solution: Review and Update 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
        • This will match the URL of your Act-On account. Log in to Act-On and check the address bar in your web browser. Examples:
          • https://cid2.actonsoftware.com
          • https://ci300.actonsoftware.com
          • https://forpcid11.actonsoftware.com
          • https://acapcid1.actonsoftware.com
        • You can obtain your account server URL by logging in to Act-On and reviewing the address bar of your web browser.
      If you originally were hosted on a server starting with ci*.actonsoftware.com, and are now hosted on forpci*.actonsoftware.com, you do not need to change this setting, as the original hostname will still resolve to the correct location. See our FAQ above for more information.
    • Have no other syntax errors
  2. If you made changes here, visit the Act-On tab to test the integration. 
Example
In this example, the account is hosted on https://ci36.actonsoftware.com
mceclip0.png

For this account, these are the correct Remote Site Settings in Salesforce:  
mceclip4.png

 

Contact Support for Remote Sites Warning

If you are still receiving errors after you have confirmed the Remote Site Settings, something else could be wrong. Please contact our support team for further assistance.

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