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Act-On Software

Salesforce Lightning Integration

Installation

Act-On's integration with Salesforce Lightning allows you to share information and use your Salesforce database for mailings and intelligence gathering. The integration also allows Salesforce users to see any marketing activities a lead or contact has participated in, so that when the individual is contacted the Salesforce user has insight into their interests.

New Security Token

If you do not yet have your security token, set one up as follows:

  1. Log into Salesforce and navigate to the Settings area
  2. Click on the smiley face icon in the top right and choose Settings > Reset My Security Token
  3. Salesforce will send an email to the address you've used to set up your account
    • Salesforce will only provide the security token one time via email, so make sure to save it in a safe location.
    • If you do lose the security token in the future you will have to request a new one using the same process, then come back and update your Act-On connector for Salesforce.

Administrative Setup and Custom Fields 

Act-On's inline activity history view for the sales team requires you to authorize two Act-On URL's as remote sites in your Salesforce account.

To set up the Act-On remote sites, click on the cog in the top right and navigate to Set Up Home > Security > Remote Site Settings > New Remote Site and configure the new remote site settings as follows:

  • Remote Site Name - Act_On_Service
  • Remote Site URL - https://sf.actonsoftware.com
  • Remote Site Name - Act_On2
  • Remote Site URL - https://<ciXX>.actonsoftware.com

The <ciXX> section of the URL should match the URL shown in your browser when logged into Act-On.

For example:    would be a remote site of https://ci63.actonsoftware.com in Salesforce.

Ensure that the Active checkbox is checked and save your changes by clicking the Save button.

Act-On recommends creating custom fields for use within Act-On, such as "Act-On Behavior Score" to calculate the lead score of your leads and contacts, and "Owner ID" to associated Sales ownership. These custom fields will be created for both Leads and Contacts records. 

To set up the custom fields:

  1. Click on the cog in the top right and navigate to Setup, then navigate to Platform Tools > Objects and Fields > Object Manager > Contact > Fields & Relationships
  2. Locate and click the New button
  3. Select the Number radio button under Data Type then click Next.
  4. The field label should be something like: Act-On Behavior Score, Behavior Score or Lead Score. The field length should be six digits
  5. Click Next
  6. Establish the field level security for all users who will use the behavior score field for prospecting and to gauge product interest
  7. Click Next
  8. Click Save & New

Next, we will create a Formula field radio button:

  1. Select the Formula radio button under Data type then click Next
  2. The field label should be called Owner ID, the field name will be Owner_ID, and the Data type will be Text. It is important that the field name is created exactly as 'Owner_ID' since Act-On will use this field for personalization and lead and contact ownership
  3. Below is the code that is used for the Owner ID field. Be sure to include the word 'OwnerId', in the below code, when copying and pasting into Salesforce. This code will also be used when creating the Lead Owner ID field. Make sure pop-up blockers are disabled
 CASESAFEID(OwnerId)

Leads fields

When finalizing this field, it is not necessary to make the OwnerID field visible to your end users or add it to the layout since this will only be used for Salesforce reports that are pulled into Act-On.

To set up the custom fields, click on the cog in the top right and navigate to Setup, then navigate to Platform Tools > Objects and Fields > Object Manager > Lead > Fields & Relationships.

  1. Select the Number radio button under Data Type then click Next.
  2. The field label should be something like: Act-On Behavior Score, Behavior Score or Lead Score. This field label name should match the same name as your Contact page layout field.
  3. The field length should be six digits.
  4. Click Next.
  5. Establish the field-level security for all users who will use the behavior score field for prospecting and to gauge product interest.
  6. Click Next.
  7. Click Save & New.

Next we will choose to create a Formula field radio button:

  1. Select the Formula radio button under Data Type then click Next.
  2. The field label should be called Owner ID and the Data type will be Text. It is important for the field name be created exactly as 'Owner_ID' since Act-On will look to use this field for personalization and lead and contact ownership.
  3. Use the same Owner ID code above when copying and pasting into Salesforce.

There are two custom page buttons: Act-On Activity History and Send Act-On Email that can be exposed within Salesforce. Inline Activity History is also available to Salesforce users. These features are accessible only after the administrator has granted access to the users by placing them on the page layout for leads or contacts.

  • Act-On Activity History – This feature lets users view a summary of lead or contact interactions with Act-On marketing materials and your website.
  • Send Act-On Email – This feature allows a Salesforce user to send an email to a lead or contact using Act-On’s email servers and tracking capabilities. You can also allow a Salesforce user to send an email message to up to 200 leads or contacts through the Contacts and Leads view.

Navigate to Setup Home > Platform Tools > Objects and Fields > Object Manager > Contacts > Page Layouts

  1. Click Edit next to the page layout on which you would like to expose these custom buttons
  2. Choose Buttons from the top left palette
  3. Select Mobile & Lightning
  4. Locate the Send Act-On Email and Act-On Activity History buttons and drag them into the custom button area of your layout, which is generally located directly above or below the Contact or Lead detail area

Perform the following process for any desired layouts in both the Leads and Contacts menus.

  1. Locate the Visualforce Pages in the upper menu.
  2. Drag and drop a Section Heading onto the layout. Generally this section heading is best located directly below the standard profile fields.
  3. Name the section heading (recommended name: Act-On Activity History).
  4. Choose 1 Column as the layout.
  5. Click OK.
  6. Locate the activityHistoryInlineLead in the top menu.
  7. Drag and drop it directly into the new section you created.
  8. Click Save.

Repeat the same process for Leads.

Navigate to Setup Home > Platform Tools > Objects and Fields > Object Manager > Contacts > Search Layout

Navigate to Setup Home > Administration > Users > Profiles > Edit profile > Tab Settings > Custom Tab Settings > Act-On > Default-On

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