Troubleshooting

• Salesforce Integration FAQs & Troubleshooting

  Salesforce integrations run smoothly until they don't -- a password reset, an MFA change, a sync error you've never seen before. Here are answers to the most common questions and errors that come up with the Act-On-Salesforce connection. Why this matters: Most Salesforce connection issues have a routine, known cause -- an expired password, a picklist mismatch -- rather than a deeper problem. K...

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• Connecting Act-On with Salesforce when you have MFA enabled

  Salesforce now requires accounts to set up Multi-Factor Authentication (MFA) — previously called two-factor authentication (2FA) — to combat security threats. Act-On's connection to your Salesforce CRM API doesn't support MFA, so turning it on for all users can quietly break that connection unless you plan ahead with a dedicated integration-only user. Act-On does not support Salesforce MFA. To ...

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• Unable to Import Salesforce Report Into Act-On? Sync Error: Lead/Contact ID Field Required

  When importing a Salesforce report into Act-On (including when clicking on the Send Act-On Email to Report button), you may see an error, or see 0 contacts pulled in with a warning icon: Why this matters: This error almost always traces back to one of four specific, checkable causes below. Working through them in order will get you to the fix faster than re-trying the import. it may be for one...

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