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Act-On Software

Troubleshooting Incorrect Privileges in Salesforce

AUDIENCE:  Salesforce Administrators

OBJECTIVE:

  • Identify steps to take if information in the Act-On tab in Salesforce cannot be accessed or you are unable to view the Visual Force page
  • Identify minimal permissions required for use of the Act-On connector
The information in Salesforce should reflect the information found in your Act-On account.

If the data is inconsistent, please refer to the attached document for troubleshooting steps to ensure consistency.

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