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Act-On Software

Setting Up the Salesforce Connector

 

The first step towards using the Salesforce integration will be to install the new Salesforce package into your Salesforce account. If you have any pre-existing Act-On packages in your Salesforce account you will want to uninstall these first.

An important note is that Salesforce will not allow you to uninstall a package that has buttons exposed to end users, so you will most likely need to remove the Act-On buttons from your page layouts first.

You'll need to connect your Act-On account with your Salesforce account. To do this, you will need a Salesforce account (username, password, and Salesforce security token) that has administrative privileges in Salesforce. Once this information has been gathered and the appropriate privileges have been verified, log in to your Act-On account. Make sure pop-up blockers are disabled.

  • Click on Settings > Connectors > CRM > Salesforce.
  • Click Connect.
  • Enter your Salesforce login, password and security token. The security token should immediately follow the password with no space in between.
    • Note: If you do not yet have your security token you will have to log into Salesforce and navigate to the Setup area
      • Click the drop down menu where your name appears in the top right and choose My Settings. On the left panel, click Personal > Reset My Security Token.
      • Clicking this link will send an email to the address you've used to set up your Salesforce 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
  • Install the Act-On package. After clicking Install, you will be prompted to log into Salesforce. Make sure pop-up blockers are disabled.
  • Follow the Salesforce prompts to install the package. 
    • Note: When installing the package there is a step to choose security level
      • Select Grant access to all users. Even though access will be granted to all users, they will not have access to Act-On until we expose a few options for them.
  • After the package is installed, click here to learn how to sync lead scores with Salesforce.

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