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Introduction
This document presents an installation and user guide towards a Salesforce Managed packaged app developed and hosted privately on Salesforce.com.
Package Installation
Package URL
The private Madison Logic package url can be found in ActivateABM™ under User menu > Integration > Sales Insights Setup.
Grouping Users
After you login, select the group of users or user profiles that the package will be installed for and click the Install button.
Madison Logic Authorization
Authorize ActivateABM™ platform to communicate with Salesforce to grant access to Madison Logic
Package Authentication and Listing
Once installation is successful, the Client's Madison Logic package will require a shared key for further communication with Madison Logic’s ActivateABM™ Platform
Enter the provided authentication code in the configuration setting field located on the same page as the package link in ActivateABM™. User menu > Integration > Sales Insights Setup
Edit Shared Key
If the Salesforce admin has entered wrong authentication code by mistake, he/she can update the shared key as below:
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Click on the Edit button of ML Shared Key to update the shared key
Package Listing
The Madison Logic installed package can be viewed under the installed packages in Salesforce
After successful installation of the “Madison Logic Sales Insight” package, the Salesforce admin will receive a confirmation email from support@salesforce.com.
Authorization and Assigning Layouts
The Salesforce Admin can authorize Salesforce users to view the Madison Logic page layout by completing the following steps:
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3. Select the Account (ML Data layout)layout from the drop down and assign it against the user and click Save.
ActivateABM™ Account Analytics Dashboard
Authorized users can view ActivateABM™'s Account details on the account detail page under a new section (ML Account Data Section).
Troubleshooting
Connection error - If there is any issue with connecting the ActivateABM™ platform, the following error message will appear:
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No data available error - ML Account Data Section will display a No Data Available message if no match is found between the website field for the salesforce account and the associated domain in ActivateABM™ for any program you are running.
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The following steps are to remove Madison Logic's package from your Salesforce
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