The Account Report gives your Salesforce sales team a one-click view of Act-On engagement data without leaving their CRM. In Classic, the button opens the report in a pop-up window; in Lightning, it opens right inside Salesforce. Before your sales team can use it, someone needs to install the button on the Account page layout.
Why this matters: Reps who can check account engagement without leaving Salesforce are more likely to review it before every call. If the button isn't installed on the page layout, that data stays buried in Act-On and sales won't go looking for it.
Essentials to Get Started
- The account must have our Account-Based Marketing add-on.
- If you do not have this feature, contact your Account Manager.
- An active connection to Salesforce
- The 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
Instructions
These instructions apply to both Salesforce Classic and Lightning.
- Navigate to Page Layout setup.
- In Classic, go to Setup > Build > Customize > Account > Page Layouts
- In Lightning, go to Setup > Quick Find > Object Manager > Account > Page Layouts
- Select the layout you wish to add the component to and click Edit.
- In the top console, navigate to Buttons.
- Drag and drop the Account Report button over to Account Detail Custom Buttons..
- In the top console, navigate to Mobile & Lightning Actions.
- Drag and drop the Account Report button over to Salesforce Mobile and Lightning Experience Actions.
- Click Save at the top console.
- Have a Sales user test the button (pop-ups must be disabled)
More info: Customize Page Layouts with the Enhanced Page Layout Editor (Salesforce.com)
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