Configuration

Act-On Components for Salesforce

Once the Act-On package has been installed in Salesforce, there are several components you can add so your team can access Act-On features directly in Salesforce. Install Guides These features are accessible only after the administrator has granted access to the users by placing them on the page layout(s). Follow the links below for more information and instructions in installing Act-On compo...
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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-On Sales Users. This portal provides users access to the following features: Hot Prospects dashboard Website Prospector Sent Message reports Act-On user profile settings including an email signature, alert preferences, and personal details Users may wish to add the Act-On tab into their navigatio...
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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 scoring rules defined in Act-On. Sales users will see their personal top 20 Hot Prospects in the Act-On Tab in Salesforce. Prerequisites Setup Requirements: An active connection from Act-On to Salesforce The Act-On package for Salesforce must be installed and up-to-date. The Act-On Tab must be enabled...
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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 capabilities. This component is a button that creates a pop-up window to the Act-On message composer. You can also grant your Sales users access to email templates so they can send your professionally designed messages.Two components enable sending Act-On Emails to Leads and Contacts: Component Des...
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Contact Report in Salesforce

Salesforce users can view the Contact Report directly in Salesforce with the click of a button.Essentials to Get StartedTo use this feature, sales users must have: An active connection to Salesforce Act-On package installed in Salesforce, with the most current version The users must be registered in Act-On to use the feature All Sales Users should review our recommended browser settings for o...
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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 Classic, this button opens a pop-up window to the Act-On Account Report. In Lightning, this button opens the Account Report within Salesforce.To use the Account Report, you must first install it on the Account page layout.Essentials to Get Started The account must have our Account-Based Marketing ...
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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 the Act-On package for Salesforce installed, follow the steps below to set up this functionality within Salesforce.Essentials to Get Started You must have version 1.85 or later of the Act-On Salesforce package installed (which has Lightning support). See our Upgrade instructions to get the latest pa...
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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. This component is a button that creates a pop-up window to Act-On. The list is pushed to Act-On in the background.Though Sales users can use this to create Campaign lists in Act-On, only Marketing users will be able to view and manage these lists.User RequirementsTo use this feature, sales users mu...
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Importing Salesforce Custom Fields

There are two ways to import custom fields from Salesforce: As you are importing a Salesforce list, select your custom fields to be synced On an existing Salesforce list, add columns for these custom fields Watch the video below to see steps for each method.
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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 your Sandbox Contact Act-On Support to enable connection to your Salesforce sandbox environment. Once completed, in Act-On, go to Settings > Connectors > CRM > Salesforce. Enter your Salesforce sandbox username, password, and security token. Enter this proxy URL:https://test.salesforce.com/service...
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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 network. For example, if your password is 'mypassword' and your security token is '1234567890', then you must enter 'mypassword1234567890' to sign in. Security tokens are required when you log in via the Act-On connector.To reset your security token:When signed in to Salesforce, at the top right, ...
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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 this works, what you need to know about record management and your Contact Reports, and how to set up your accounts. Key Considerations User Management Users can only be associated with one account in Act-On. Each user in Salesforce is associated to an Act-On user via their email address, and Act-On o...
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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 have Field-Level Security access to View and Edit the Email Opt-Out field.Ask your Salesforce Administrator to update this permission by following these instructions.User Permissions Reminder: We recommend using your Salesforce System Administrator as your Act-On connected user; therefore, these Ins...
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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 Push.Currently, this feature is only available for accounts connected to Salesforce. Act-On will be expanding this feature to more CRMs in the future.Accounts with Streaming Push enabled have a Push Trigger option in Marketing List sync settings. This allows you to determine when any changes to yo...
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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 from forms that are set up to do so automatically.Push Form Submissions Go to Lists > Other Lists > Form Submissions. Hover over the list you want, & from the drop-down arrow on the right, click Import/Export > Push to Salesforce.com. Ensure Push to Salesforce is selected. Select at least one option ...
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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 correct data sync.Use CasesWhen you have added new fields in Salesforce and want that data in Act-On.When you want to sync fields from Salesforce that you did not select in your previous setup.InstructionsUpdate Salesforce ListGo to Lists > Marketing Lists.Hover over the All Salesforce Leads/Contac...
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