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...

This feature set allows Salesforce users to send emails to leads and contacts using Act-On’s email...

This feature set allows Salesforce users to view the Contact Report directly in Salesforce.  Essen...

This feature allows Salesforce users to view the Account Report directly in Salesforce with the cl...

After installing the Act-On package for Salesforce, you can provide Salesforce users the ability t...

This feature allows Salesforce users to push a Salesforce Campaign over to Act-On and create a mar...

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

Your Act-On software can be connected to your Salesforce sandbox to allow you to test the integrat...

The token is an automatically-generated key that must be added to the end of your Salesforce passw...

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 and Salesforce, your connected user's profile must...

Marketing lists that are pushing data to SalesforceCRM can now send updates in near real time by u...

Act-On forms can be set up to automatically push form submissions to Salesforce. However, there ma...

If you need to add columns to a Marketing List of Salesforce Leads and Contacts, follow this proce...