AUDIENCE: Administrators, Marketing Users
OBJECTIVES: Learn how to add the Lead ID or Contact ID to your Salesforce report so it may be imported into Act-On
In order to import a Salesforce report into Act-On, the Salesforce Lead ID and/or Contact ID are required in the report.
- In Salesforce, click on the Reports tab
- Click Edit for the report you intend to import into Act-On
- Locate the Lead ID or Contact ID fields via the left navigation list of your Salesforce fields
- Drag the ID field within the report table
- Click Save