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. Quick Refere...

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• How to Import Salesforce Users

  Before a Salesforce user can use any Act-On features, they need to be imported into Act-On as a Sales User. Act-On uses Single Sign-On (SSO) with Salesforce to authenticate them, so there's no separate Act-On password to manage. Completing this setup will grant access to the following features: The Act-On Salesforce Package, which provides the ability to: Send Act-On Emails from Salesforce t...

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• Salesforce Data Push Features

  Salesforce gives you several ways to move records from Act-On into your CRM, and each one behaves differently - how fast it updates, whether it creates new records or only updates existing ones, and what related data (like Notes or Campaign Members) it can carry along. Picking the right method for a given workflow depends on what you're trying to accomplish. Considerations for your workflow inc...

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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 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...

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• Syncing Lead Scores with Salesforce

  Your Act-On Behavior Score (lead score) doesn't have to stay siloed in Act-On. Sync it into Salesforce, and your sales team can spot hot opportunities directly from the way leads and contacts are interacting with your marketing, right inside the CRM they already live in. Why this matters: Sales rarely logs into Act-On to check a score. If the score never makes it to Salesforce, it never influen...

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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 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...

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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 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...

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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, 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...

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• Associating a Webinar with a Salesforce Campaign

  Act-On can sync your Webinar registrants straight into a Salesforce Campaign, so sales sees attendance data without anyone exporting a spreadsheet. Exactly how you set this up depends on which webinar integration you're using - WebEx, GoToWebinar, and Zoom each work a little differently. Why this matters: Getting the Act-On-to-Salesforce status mapping right is what lets sales actually see, in...

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• 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...

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• 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:...

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