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Click the toggle to ON where it says "Integrate Sales Insights in Salesforce"
Package Installation in Salesforce
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Madison Logic Authorization
Authorize Activate Activate ABM™ ™ platform to communicate with Salesforce to grant access to Madison Logic
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Once installation is successful, the Client's Madison Logic package will require a shared key for further communication with Madison Logic’s Activate Activate ABM™ Platform
Enter the provided authentication code in the configuration setting field located on the same page as the package link in Activate Activate ABM™. User menu > Integration > Sales Insights Setup
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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 Activate ABM™ Account Analytics Dashboard
Authorized users can view Activate Activate ABM™'s Account details on the account detail page under a new section (ML Account Data Section).
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Connection error - If there is any issue with connecting the Activate Activate ABM™ platform, the following error message will appear:
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No domain mapped error - If any domain is not available in account's Website field, the following error message will appear. The admin will need to add the domain name in the Website field to see Activatesee Activate ABM™'s data.
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 Salesforce account and the associated domain in Activate Activate ABM™ for any program you are running.
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