The Act-On package for Salesforce includes a custom navigation tab that provides a portal for Act-On Sales Users. This portal provides users access to the following features:

• Hot Prospects dashboard
• Website Prospector
• Sent Message reports
• Act-On user profile settings including an email signature, alert preferences, and personal details

Users may wish to add the Act-On tab into their navigation for ease of access. Provide this article to your Salesforce Users so they can set up their access to Act-On in Salesforce.

Prerequisites

• An active connection from Act-On to Salesforce
• The Act-On package for Salesforce must be installed.
• The Act-On Tab must be enabled for Salesforce profiles to view (this is on by default)
• Salesforce users must first be registered in Act-On to use these features.
• Hot Prospects must be configured for the page to provide data.
• The Beacon Tracker must be set up for the Website Prospector to provide data.
• Your web browser must have tracking prevention disabled for the Act-On Tab to load in the page.

Instructions

Add the Act-On Tab for your Sales team

Lightning

1. Log in to Salesforce as System Administrator in Lightning experience
2. Go to Setup
3. In the Setup menu (left side), go to Apps > App Manager
4. Find Sales  (Sales/LightningSales, Lightning app type), click on the drop-down arrow and click Edit
5. In the App Settings menu (left side), go to Navigation Items
6. Under Available Items, find Act-On and click to highlight it
7. Click the right-facing arrow to move it to the Selected Items column
8. Use the Up and Down arrows to rearrange tabs to your preferred order
9. Click Save

Classic

1. Log in to Salesforce as System Administrator in Lightning experience
2. Go to Setup
3. In the Setup menu (left side), go to Apps > App Manager
4. Find Sales (Sales, Classic app type), click on the drop-down arrow and click Edit
5. In the App Settings menu (left side), go to Navigation Items
6. Under Available Tabs, find Act-On and click to highlight it
7. Click the right-facing arrow to move it to the Selected Tabs column
8. Use the Up and Down arrows to rearrange tabs to your preferred order
9. Click Save

Repeat for any other profiles to add the Act-On Tab to their Salesforce experience.

Remove the old Act-On Tab (deprecated) from view

This tab is no longer in use. To remove this from your user interface so users do not accidentally use it, Salesforce Administrators may hide it from users via their Permission Set and/or Profile.

Instructions: View and Edit Tab Settings in Permission Sets and Profiles (Salesforce.com)

FAQs and Troubleshooting

I receive an error when accessing the Act-On tab, what should I do?

When accessing the Act-On Tab, users may receive an error stating they do not have permission to view the page and/or that the login does not match any existing Act-On users.

To correct the error, review the following steps:

1. Has your user been registered in Act-On? Act-On Administrators can review our instructions here.
2. Are the following installation steps complete and correct? Salesforce Administrators can review our instructions here and configure Remote Site Settings.
3. Do you have the most recent package version? Salesforce Administrator, review our instructions here.

If the above solutions do not resolve the issue, please contact our support team.

The page does not load, says Page Blocked by x-frame-policy, or says "Connection Refused"

There are two potential causes for this issue. These are newer setup requirements as web technology evolves and users enable newly available privacy features.

Cause 1 - Browser Tracking Prevention (effects a single user)

Your browser may be blocking Act-On cookies. Disable "do not track" or "tracking prevention" features (these vary by browser), and any browser extensions meant for privacy. Every Sales User must disable tracking prevention for the Act-On Tab to load on the page.

Cause 2 - Salesforce Clickjack Protection (affects all users)

If the issue continues, your Salesforce account may have Clickjack Protection enabled. 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.

Why can't my Salesforce Users find the Act-On tab?

When installing, the Act-On tab should automatically be available so that Sales Users can view the tab. If you have some users who do not have the tab available, provide your Salesforce Administrator with this article from Salesforce to review tab settings. The Act-On tab must be set to Default On for users to be able to view the tab.

View and Edit Tab Settings in Permission Sets and Profiles

Is it possible to configure the tab so that Sales Users can only see their own data?

No, not at this time.

Correcting the Page Display for the Act-On Tab in Salesforce Lightning

Some Salesforce accounts have a background image displayed when in Lightning mode. This image may obscure the text for the Act-On Tab, as shown here:

To correct this, the Theme in Salesforce must be updated to a plain Page Background Image. Have your Salesforce Administrator follow these instructions so the Act-On Tab is easier to read.

1. Log in to Salesforce as an Administrator.
2. Go to Setup.
3. In Quick Find, search for Themes and Branding and navigate to that page.
4. Select a new theme, or edit your custom theme.
   • To change themes, click the drop-down arrow on the right and choose View. Confirm the background is plain. 
   • To edit a custom theme, click the drop-down arrow on the right and choose Edit to change or remove the background image.
5. Once you have a theme with a plain background ready to use, click Activate at the top right. Users will need to refresh their page to see changes.