Troubleshooting

• Salesforce Integration FAQs & Troubleshooting

  Looking for how to connect to Salesforce? click here. Which Salesforce API version does Act-On connect to? Our integration is built using Salesforce's REST API version 49.0. Can I connect my Salesforce account to more than one Act-On account? Yes. See our related article for more information on this configuration. I received an error that I am switching organizations, what should I do? This t...

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

  Act-On does not support Salesforce MFA. To connect Act-On to Salesforce, you must have a separate admin user in Salesforce that does not have MFA enabled. To combat security threats, Salesforce now requires accounts to set up Multi-Factor Authentication (MFA). Previously called two-factor authentication (2FA), MFA is a more secure form of authenticating users. To establish a working connection ...

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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), if you see an error, or see there are 0 contacts pulled in, with a warning icon:it may be for one of the following reasons: The Report is Missing a Lead ID or Contact ID Act-On supports standard or custom reports that include contact or lead records, regardless of the type of repo...

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