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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.
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Authorize Salesforce
Once logged into Activate ABM™, go to User menu > Integration and click the plus sign on the Salesforce tile.
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Click the toggle to ON where it says "Integrate Sales Insights in Salesforce"
The private Madison Logic Salesforce package 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.
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