Getting Started
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Salesforce Integration Guide
Act-On’s seamless integration with Salesforce makes it easier for marketing to deliver more highly...
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How to Connect to Salesforce
Connecting to Salesforce will allow Act-On to: Synchronize the following: Salesforce CRM objects...
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Connecting a Single Salesforce Account with Multiple Act-On Accounts
You can connect one Salesforce account to multiple Act-On accounts. Read on to learn about how thi...
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Connecting Act-On with Salesforce when you have MFA enabled
To combat security threats, Salesforce now requires accounts to set up Multi-Factor Authentication...
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Act-On Components for Salesforce
Once the Act-On package has been installed in Salesforce, there are several components you can add...
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How to Install the Act-On package for Salesforce
Installing the Act-On package in Salesforce will allow your Salesforce Sales users to see the Act-...
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How to Set Up the Act-On Tab in Salesforce
The Act-On package for Salesforce includes a custom navigation tab that provides a portal for Act-...
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How to Check Your Act-On Salesforce Package Version
Current package version: ActOnInfo 1.88 Released February 19 2021 How do I check my currently ...
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How to Upgrade your Salesforce Package
Current package version: ActOnInfo 1.88 Released February 19, 2021 Essentials to Get Started S...
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How to Upgrade to Salesforce Lightning Support
Act-On now fully supports Salesforce Lightning. To make use of these features, you must upgrade yo...
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How to Import Salesforce Users
To allow a Salesforce user access to Act-On features, they must be imported in Act-On as a Sales U...
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How to Set Up the Salesforce Sandbox Connector
Your Act-On software can be connected to your Salesforce sandbox to allow you to test the integrat...
