Using Salesforce CRM
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Salesforce Data Push Features
When syncing records to your Salesforce account, there are many options on how to send records and...
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Syncing Hard Bounces with Salesforce
When an email address is added to your Hard Bounces list in Act-On, you can update the correlating...
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Syncing Lead Scores with Salesforce
The Act-On Behavior Score (or lead score) can easily be synchronized with your Salesforce account....
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Importing Salesforce Lists, Reports, and Campaigns
To begin marketing to your Salesforce database from Act-On, you will need to import your Leads and...
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Add a Salesforce Campaign to Act-On
This feature allows Salesforce users to push a Salesforce Campaign over to Act-On and create a mar...
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Syncing Opt-outs with a Salesforce Account
The Email Opt Out checkbox field must be set to "visible" for your Salesforce Contacts and Leads b...
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Enabling Email Templates for Salesforce
Act-On's integration with Salesforce allows marketing and sales users to send Act-On email message...
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Importing a Salesforce Report into Act-On and how to add required fields
Sometimes you may see a warning that states there is a missing required field on your report, whic...
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Associating a Webinar with a Salesforce Campaign
Use Act-On to sync Webinar registrants to Salesforce Campaigns. Setup will vary based on the webin...
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Creating a Salesforce Campaign from Act-On
Marketing lists, form submissions, and webinar lists in Act-On can be pushed to your Salesforce ac...
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Account Report in Salesforce
This feature allows Salesforce users to view the Account Report directly in Salesforce with the cl...
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View Salesforce Form Push Errors
Act-On forms can be set to automatically push signups to Salesforce Professional, Enterprise, or U...