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Act-On Software

Providing Salesforce Sales Users Access to Act-On

 AUDIENCE: Administrators

OBJECTIVE: Learn how to provide sales users with access to Act-On

Your sales team can have access to the Act-on platform in addition to marketing users. Sales reps can view the website prospector, create website prospector alerts, and view the dashboard to gain a good perspective on your marketing activities.

Follow the steps below to provide sales users with access to Act-On:

  • Click on Settings, and choose Users
  • Click Sales Users, and then click Import Sales Users
  • Enable the checkbox next to the sales users to whom you wish to provide access 
  • Click Add Users

Act-On uses Single Sign-On (SSO) with Salesforce to authenticate the user. The sales user will be able to use the Act-On features within their Salesforce software. 


 

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