Salesforce users can view the Account Report directly in Salesforce with the click of a button. In Classic, this button opens a pop-up window to the Act-On Account Report. In Lightning, this button opens the Account Report within Salesforce.

To use the Account Report, you must first install it on the Account page layout.

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)