Configuration

Once the Act-On package has been installed in Salesforce, there are several components you can add...

The Act-On package for Salesforce includes a custom navigation tab that provides a portal for Act-...

The Hot Prospects dashboard identifies the most active and engaged leads or contacts based on scor...

Salesforce users can send emails to leads and contacts using Act-On’s email servers and tracking c...

Salesforce users can view the Contact Report directly in Salesforce with the click of a button.Ess...

Salesforce users can view the Account Report directly in Salesforce with the click of a button. In...

Provide Salesforce users with a button to send Act-On email messages to Salesforce reports. With t...

Enable Salesforce users to push a Salesforce Campaign over to Act-On and create a marketing list. ...

There are two ways to import custom fields from Salesforce: As you are importing a Salesforce lis...

Test your Salesforce integration with Act-On using the Salesforce sandbox. Instructions Connect to...

A security token must be added to the end of your Salesforce password to sign in from an untrusted...

You can connect one Salesforce account to multiple Act-On accounts. Read on to learn about how thi...

To synchronize your Opt-Out data between Act-On & Salesforce, your connected user's profile must h...

Marketing Lists that push data to Salesforce can send updates in near real time with CRM Streaming...

Sometimes, sign-up data needs to originate from a Form Submission list instead of being pushed fro...

To add columns to a Marketing List of Salesforce Leads & Contacts, follow these steps to maintain ...