| Table of Contents | ||
|---|---|---|
|
...
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
...
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.
...
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.
- In the Quick Search field, search for “Custom settings”.
- Click on Manage link beside “Settings”
Click on ‘New’ button and create 3 separate fields with following value as below:
- ClientId : <your AABM Client Id>
- ML Key Updation Time : 2018-11-01 07:45:30 (put in today's time & ensure the format is same as given)
- ML Shared Key - <your shared key>
- ClientId : <your AABM Client Id>
...