Configuration
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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 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 Set Up Hot Prospects for Salesforce
The Hot Prospects dashboard identifies the most active and engaged leads or contacts based on scor...
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Set Up Act-On Emails in Salesforce
Salesforce users can send emails to leads and contacts using Act-On’s email servers and tracking c...
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Contact Report in Salesforce
Salesforce users can view the Contact Report directly in Salesforce with the click of a button.Ess...
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Account Report in Salesforce
Salesforce users can view the Account Report directly in Salesforce with the click of a button. In...
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Add a Button to Salesforce to Send Act-On Emails to Reports
Provide Salesforce users with a button to send Act-On email messages to Salesforce reports. With t...
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Add a Salesforce Campaign to Act-On
Enable Salesforce users to push a Salesforce Campaign over to Act-On and create a marketing list. ...
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Importing Salesforce Custom Fields
There are two ways to import custom fields from Salesforce: As you are importing a Salesforce lis...
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How to Set Up the Salesforce Sandbox Connector
Test your Salesforce integration with Act-On using the Salesforce sandbox. Instructions Connect to...
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Resetting the Salesforce Security Token
A security token must be added to the end of your Salesforce password to sign in from an untrusted...
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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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How to Enable Opt-Out Permissions in Salesforce
To synchronize your Opt-Out data between Act-On & Salesforce, your connected user's profile must h...
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How to Stream Contact Changes from Act-On to Salesforce
Marketing Lists that push data to Salesforce can send updates in near real time with CRM Streaming...
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Pushing Sign-up List Data into Salesforce
Sometimes, sign-up data needs to originate from a Form Submission list instead of being pushed fro...
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Adding Columns to a Synced Salesforce List
To add columns to a Marketing List of Salesforce Leads & Contacts, follow these steps to maintain ...