Using Salesforce CRM

• Create in CRM Step - Salesforce

  Use a Create in CRM step to automatically add new leads or contacts to Salesforce when they reach a certain point in your Automated Program. You can create new records, update existing ones, or add contacts directly into a Salesforce Campaign with the correct campaign member status. This ensures your sales team gets timely leads and campaign participation without manual data entry. ...

  Read Article →

• How to Import Salesforce Users

  To allow a Salesforce user access to Act-On features, they must be imported in Act-On as a Sales User. Act-On uses Single Sign-On (SSO) with Salesforce to authenticate the user. This guide provides information on why and how to set up your Salesforce users as Act-On Sales Users. Completing this setup will grant access to the following features: The Act-On Salesforce Package, which provides the...

  Read Article →

• Salesforce Data Push Features

  When syncing records to your Salesforce account, there are many options on how to send records and how quickly they will show for your sales team.  Considerations for your workflow include: Whether you are creating Leads or Contacts, or just updating existing records What data you need to synchronize, such as adding: Campaign Members Notes Events other Salesforce Objects What the source of ...

  Read Article →

• Syncing Hard Bounces with Salesforce

  When an email address is added to your Hard Bounces list in Act-On, you can update the correlating lead or contact record in Salesforce. Follow this guide to configure an update of the hard bounce status over to Salesforce. Prerequisites An active connection from Act-On to Salesforce Instructions If your SalesForce data is syncing with All Contacts: Add a Hard Bounce field to your All Contact...

  Read Article →

• Syncing Lead Scores with Salesforce

  The Act-On Behavior Score (or lead score) can easily be synchronized with your Salesforce account. This will help your sales team identify hot opportunities by the way your leads and contacts are interacting with your Act-On marketing efforts. Requirements An active connection with Salesforce. A custom field in Salesforce for Act-On Lead Score for both Leads and Contacts. Instructions: Create...

  Read Article →

• Importing Salesforce Lists, Reports, and Campaigns

  To begin marketing to your Salesforce database from Act-On, you will need to import your Leads and Contacts. The preferred way to do this is using All Contacts. Please refer to this article to proceed: Synchronizing Salesforce Data to All Contacts. This article covers importing your Leads and Contacts as Marketing Lists, Act-On's alternate (legacy) way of managing contacts. Prerequisites An ac...

  Read Article →

• Enabling Email Templates for Salesforce

  Act-On's integration with Salesforce allows marketing and sales users to send Act-On email messages from within the Salesforce platform. After creating email templates for use by the sales team, you can enable them in Salesforce. Sales users can then easily send their individual leads and contacts marketing-approved content. The email message will come directly from the sales user or owner of t...

  Read Article →

• 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, which prevents you from importing the list into Act-On. This guide reviews the fields that are required for importing a report and how to add them to the report in Salesforce. Required fields include the following: Required Fields Salesforce Report Type Lead ID, or Contact ID Required for all...

  Read Article →

• Associating a Webinar with a Salesforce Campaign

  Use Act-On to sync Webinar registrants to Salesforce Campaigns. Setup will vary based on the webinar integration you are using. Read below for instructions to sync Webinar contacts for WebEx, GotoWebinar, and Zoom. WebEx and GotoWebinar Existing Salesforce campaign Click on Automation in the header menu, and select Webinars. Click on the name of the webinar. Click the Salesforce Campaign butt...

  Read Article →

• Push a Marketing List to Salesforce as a Campaign

  You can push Marketing Lists (including lists from form submissions or webinars) from Act-On to Salesforce to create a new Salesforce Campaign. Important: This feature works only with Marketing Lists. It does not work with the unified All Contacts list in Audience Center. Steps Hover over the desired Marketing List.Select Import/Export → Push to Salesforce. Select the checkbox Push to Salesfor...

  Read Article →

• View Salesforce Form Push Errors

  Act-On forms can be set to automatically push signups to Salesforce Professional, Enterprise, or Unlimited editions. Once the form is set up to push signups to Salesforce, errors in the push can be seen directly in Act-On. Go to Content > Forms and in Form Manager on the left, use the filters, folders, and tags to find the Form you want. In the list, hover over the Form and click View report:...

  Read Article →