Getting Started

• Salesforce Integration - Start Here

  This integration connects Salesforce and Act-On, facilitating seamless data mapping and synchronization. Bonus: This setup enables Act-On to provide the Salesforce sales team with better-qualified leads that are ready for sales efforts. Follow the instructions in each article in order: Step 1: Connect Salesforce to Act-On Set up the connection between your Salesforce and Act-On accounts. Step ...

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• Connecting Salesforce to Act-On

  Connecting Salesforce and Act-On enables you to import data from Salesforce, send leads from Act-On, and maintain synchronization. This integration serves as a fundamental component for many of your marketing automation tasks. To set up the connection, you must be signed in as an Administrator in both Salesforce and Act-On.Create a Separate Admin User Account in SalesforceA separate admin user ...

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• Synchronizing Salesforce Data to All Contacts

  For seamless data synchronization between Salesforce and All Contacts, establish a mapping of your data fields and configure the synchronization settings to ensure real-time data updates. If you are using Marketing Lists, click here. Salesforce data fields will be mapped automatically in some cases, aligning with Act-On's Standard fields. However, for certain fields, the process may involve cre...

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• Synchronizing Salesforce Data to Marketing Lists

  Use this setup to keep Salesforce and Act-On aligned for contact imports, recurring syncs, opt-out management, lead score updates, and funnel reporting. Follow the steps in order so your data flows correctly before you add scoring, sales visibility, and reporting.Quick Reference (Advanced Users) - Click to Expand Import Salesforce Contacts and Leads into separate Act-On Marketing Lists. Set up ...

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• The Act-On Package for Salesforce: Install, Upgrade, & Troubleshoot

  Salesforce Sales users can see the Act-On behavior history for Leads and Contacts, access the Act-On Hot Prospects dashboard, send emails to Leads and Contacts with custom email templates, and use Act-On email tracking with the Act-On package for Salesforce.Features this package provides: Send Act-On Emails from Salesforce to Leads/Contacts, and Reports View the Act-On Contact Report for a Le...

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