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This document presents an installation and user guide towards a Salesforce Managed packaged app developed and hosted privately on Salesforce.com. If you are interested in Sales Insights in your Salesforce Account, you first have to link your Activate ABM™ account to your Salesforce Instance.

Authrorize Salesforce

Once logged into Activate ABM™, go to User menu > Integration and click the plus sign on the Salesforce tile.

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This open up a separate window for you to log into your Salesforce Account. (Note - in order to integrate your Salesforce instance with Activate ABM™, you must have admin rights in Salesforce)

Manage Integration

Once you have successfully logged in, you will be brought to the Manage Integration Page for Salesforce. Click "Sales Insights Setup" in the left hand menu. 

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Click the toggle to ON where it says "Integrate Sales Insights in Salesforce"

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Package Installation in Salesforce 

Package URL

The private Madison Logic Salesforce package url and your authorization code can be found in ActivateABM™ under User menu > Integration > Sales Insights Setupone your toggle ON "Integration Sales Insights in Salesforce" in Activate ABM™. 

Grouping Users

After you login, Log into Salesforce in a new window. Then select the group of users or user profiles that the package will be installed for and click the Install button.

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