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Act-On Software

Adding a Lead ID or Contact ID in a Salesforce Report

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.

  1. In Salesforce, click on the Reports tab
  2. Click Edit for the report you intend to import into Act-On
  3. Locate the Lead ID or Contact ID fields via the left navigation list of your Salesforce fields
  4. Drag the ID field within the report table
  5. Click Save
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