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Once logged into Activate ABM™, go to User Menu > Integration
Click the plus icon on the Salesforce tile
You will be directed to authenticate your Salesforce.com with Madison Logic. You will need to enter your Salesforce.com username and password, and grant permission for Madison Logic to leverage your Salesforce.com data. You must have admin rights in Salesforce in order to integrate it with Activate ABM™.
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.
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 once you 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
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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.
Madison Logic Authorization
Authorize Activate ABM™ platform to communicate with Salesforce to grant access to Madison Logic
Package Authentication and Listing
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Enter the provided authentication code in the configuration setting field located on the same page as the package link in Activate ABM™. User menu > Integration > Sales Insights Setup
Offline Installation
In some cases, the installation may take more time than expected. In such situations Salesforce, does the installation offline and sends an email to the user post installation.
After you receive the email confirmation, follow the below steps to complete authentication.
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Click on the Edit button of ML Shared Key to update the shared key
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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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Authorized users can view Activate ABM™'s Account details on the account detail page under the new section (Madison 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
Connection error - If there is any issue with connecting the Activate ABM™ platform, the following error message will appear:
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 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 account and the associated domain in Activate ABM™ for any program you are running.
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