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Click the plus icon on the Salesforce tile
Choose which Salesforce.com environment you want to connect with
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"
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Choose the Salesforce.com environment you want to integrate Sales Insight with and the Salesforce Organization ID of that instance. Click Save. (More information on finding your Salesforce Organization ID can be found here)
The private Madison Logic Salesforce package URL and authorization code can be found once you toggle ON "Integration Sales Insights in Salesforce"Save the integration setting. Please be sure to pass both the package url and authorization code to your Salesforce Admin to complete the installation.
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Package Installation in Salesforce
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