Set Up an Act! CRM Connection (Beta)

Set up the Act! CRM connection to start the flow of data into Data Cloud.

This feature is a Beta Service. A customer may opt to try a Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms. If you have questions or feedback about this Beta Service, contact the Data Cloud Connector team at datacloud-connectors-beta@salesforce.com.
User Permissions Needed 
To create a connection:Data Cloud admin OR Data Cloud Marketing admin

Before you begin:

  • Enable the Beta connector through the feature manager. See Enable Data Cloud Features.
  • Verify your admin has enabled firewalls on the system you want Data Cloud to connect to by including these IP addresses to your allowlists.

  1. In Salesforce, click Setup and select Data Cloud Setup.

  2. Under External Integrations, select Other Connectors.

  3. Click New.

  4. On the Source tab, select Act! CRM and click Next.

  5. Enter a connection name, connection API name, and provide the authentication and connection details.

  6. For Username and Password, enter the credentials to authenticate the user.

  7. For Connection URL, provide the hostname and port.

    The URL follows this format: ^https:\\api(us|uk|au|eu).act.com.

    Learn more about the CData JDBC driver.

  8. For Database, select the Act! Database you wish to connect to Data Cloud.

    The database name can be found in the About Act! Premium menu of your account.

  9. To review your configuration, click Test Connection.

  10. Click Save.

After the connector details are accepted, the connection is created and listed under Connectors. You can now create data streams.