Sales reps working in Salesforce can pull up the Contact Report directly in Salesforce with the click of a button - no need to log into Act-On separately to see how a lead has been engaging with your marketing.
Who does this: A Salesforce administrator installs the button on the Lead and Contact page layouts; once it's there, any registered sales user can click it.
Why this matters: Sales gets marketing engagement history - email opens, page visits, form fills - right on the record they're already viewing, so they can prioritize and personalize outreach without switching tools.
Quick Reference (Advanced Users)
- Requires an active Salesforce connection, the current Act-On package version, and users registered in Act-On.
- Add the button under Setup > Object Manager > Lead/Contact > Page Layouts (Lightning) or Setup > Build > Customize > Leads > Page Layouts (Classic).
- Classic: drag Act-On Contact Report into Lead Detail Custom Buttons. Lightning: drag it into Salesforce Mobile and Lightning Experience Actions.
- Repeat for both Lead and Contact page layouts, then click Save.
Essentials to Get Started
To use this feature, sales users must have:
- An active connection to Salesforce
- Act-On package installed in Salesforce, with the most current version
- The users must be registered in Act-On to use the feature
- All Sales Users should review our recommended browser settings for our CRM Integration users, such as having their pop-up blocker disabled
Installation
Prerequisites
- An active connection to Salesforce
- Act-On package installed to the most current version
- Salesforce administrator credentials
Add the Contact Report Button
The Contact Report can be opened from Salesforce Classic and Lightning. Note that the button must be installed on each object and page layout where you need it to appear.
These instructions apply to both Salesforce Classic and Lightning modes.
- Navigate to Page Layout setup.
- In Classic, go to Setup > Build > Customize > Leads > Page Layouts.
- In Lightning, go to Setup > Quick Find > Object Manager > Lead > Page Layouts.
- Select the layout you wish to add the component to, click the drop-down arrow, and click Edit.
- To install for Classic: In the top console, navigate to Buttons & then drag and drop the Act-On Contact Report button over to Lead Detail Custom Buttons.
- To install for Lightning: In the top console, navigate to Mobile & Lightning Actions & then drag and drop the Act-On Contact Report button over to Salesforce Mobile and Lightning Experience Actions.
- Click Save at the top console.
- Repeat the above steps for Contact > Page Layouts.
More info: Customize Page Layouts with the Enhanced Page Layout Editor (Salesforce.com)
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