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Click the toggle to ON where it says "Integrate Sales Insights in Salesforce"
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Package URL
The private Madison Logic Salesforce package url URL and your authorization code can be found one your toggle ON "Integration Sales Insights in Salesforce" in Activate ABM™. Please be sure to pass both the package url and authorization code to your Salesforce Admin to complete the installation.
Package Installation in Salesforce
Grouping Users
Log into Salesforce in a new window. Click the link to install the package. 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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After successful installation of the “Madison Logic Sales Insight” package, the Salesforce admin will receive a confirmation email from support@salesforce.com.
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Adding to Layout
The Salesforce Admin can authorize Salesforce users to view needs to then add the Madison Logic page layout Section to the company's current Salesforce Account Layout by completing the following steps:
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- Go to Setup > Accounts > Layouts
This will A list of all available layouts . A new layout will be visible in this list, Account (ML Data layout).
2. Assign the Account (ML Data layout) to users profile
- Click on the Page Layout Assignment button
- Click on the Edit Assignment button
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will be shown. Click 'edit' next to Account Layout, or whichever custom layout you use to show accounts.
2. Create a new section in the Account Layout
- On top of the Edit Page Layout page, select "Fields" and then click "Section"
- Drag the new section to where you want Madison Logic Sales Insights to appear on the Salesforce page
3. Set the Section Properties
- Section Name = "Madison Logic Sales Insights"
- Layout = 1-Column
4. Add Madison Logic Data to the new section
- Select "Visualforce Pages" on the top, edit control
- Click "ViewMadisonLogicSalesInsights" and drag in it into the newly created section
5. Format the new section
- Hover in the new "Madison Logic Sales Insight" section
- Either double click in the section or select the tool icon on the top right hand side of the section
- Madison Logic recommends the following format settings. Feel free to adjust as needed:
- Width = 100%
- Height = 600 pixels
- Show scrollbars
6. Click "Save" to save changes to the layout
Activate ABM™ Account Analytics Dashboard
Authorized users can view Activate ABM™'s Account details on the account detail page under a the new section (ML Account Data SectionMadison Logic Sales Insights).
Syncing Accounts
Madison Logic uses the website object to sync your targeted accounts with Salesforce. In order to insure that accounts in Salesforce are synced with Madison Logic, please make sure that the website field on the Salesforce Account page is filled in.
Troubleshooting
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