Getting Started

• Salesforce Integration - Start Here

  This integration connects Salesforce and Act-On, mapping and synchronizing data between the two systems. 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

  To synchronize data 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, see the Synchronizing Salesforce Data to Marketing Lists article. Salesforce data fields will be mapped automatically in some cases, aligning with Act-On's Standard fields. However, for cer...

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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) Import Salesforce Contacts and Leads into separate Act-On Marketing Lists. Set up scheduled syncs ...

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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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