Configuration
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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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Resetting the Salesforce Security Token
The token is an automatically-generated key that must be added to the end of your Salesforce passw...
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How to Configure Behavior Score and Owner ID in Salesforce
To fully integrate Salesforce with Act-On, your Salesforce Administrator must create two specific ...
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How to Enable Opt-Out Permissions in Salesforce
In order to synchronize your Opt-Out data between Act-On and Salesforce, your connected user's pro...
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How to Stream Contact Changes from Act-On to Salesforce
Marketing lists that are pushing data to SalesforceCRM can now send updates in near real time by u...
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Pushing Sign-up List Data into Salesforce
Act-On forms can be set up to automatically push form submissions to Salesforce. However, there ma...
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Adding Columns to a Synced Salesforce List
If you need to add columns to your list of Salesforce Leads and Contacts, follow this process to m...
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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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Add the Contact Report button in Salesforce
This feature set allows Salesforce users to view the Contact Report directly in Salesforce. Essen...
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Set Up Act-On Emails in Salesforce
This feature set allows Salesforce users to send emails to leads and contacts using Act-On’s email...
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Add a Button to Salesforce to Send Act-On Emails to Reports
After installing the Act-On package for Salesforce, you can provide Salesforce users the ability t...
