Once the Act-On package has been installed in Salesforce, there are several components you can add so your team can access Act-On features directly in Salesforce.
These features are accessible only after the administrator has granted access to the users by placing them on the page layout(s). Follow the links below for more information and instructions in installing Act-On components for Salesforce.
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Description |
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An Act-On portal for Salesforce users who are registered in Act-On. Features include:
*These features must be configured in addition to the Act-On tab. |
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This feature set allows Salesforce users to send emails to leads and contacts using Act-On’s email servers and tracking capabilities.
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This feature lets users view the Contact Report directly in Salesforce. Available as a pop-up. |
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This feature lets users view the Account Report directly in Salesforce. Available as a pop-up. |
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This feature set allows registered Salesforce users to send emails to a Salesforce Report from the Classic and/or Lightning Home pages. |
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Add a Salesforce Campaign to Act-On
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This feature allows Salesforce users to push a Salesforce campaign over to Act-On and create a marketing list. This component is a button that creates a pop-up window to Act-On. |
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