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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
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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 authorization code can be found once you toggle ON "Integration Sales Insights in Salesforce". Please be sure to pass both the package url and authorization code to your Salesforce Admin to complete the installation.
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These steps would require Salesforce Admin or developer expertise.
Edit Shared Key
If the Salesforce admin has entered wrong authentication code by mistake, he/she can update the shared key as below:
Go to Set Up > Custom Setting > Settings > Manage
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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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.
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The Madison Logic installed package can be viewed under the installed packages in Salesforce
After successful installation of the “Madison Logic Sales Insight” package, the Salesforce admin will receive a confirmation email from support@salesforce.com.
Troubleshooting
Wrong key - If the Salesforce admin has entered wrong authentication code by mistake, he/she can update the shared key as below:
- Go to Set Up > Custom Setting > Settings > Manage
- Click on the Edit button of ML Shared Key to update the shared key
Connection error - If there is any issue with connecting the Activate ABM™ platform, the following error message will appear:
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