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- Go to Setup > Accounts > Layouts
- A list of all available layouts will be shown. Click
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- Edit next to Account Layout, or whichever custom layout you use to show accounts.
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- Create a new section in the Account Layout
- On top of the Edit Page Layout page, select
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- Fields
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- and then click
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- Section
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- Drag the new section to where you want Madison Logic Sales Insights to appear on the Salesforce page
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- Set the Section Properties
- Section Name = "Madison Logic Sales Insights"
- Layout = 1-Column
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- Add Madison Logic Data to the new section
- Select "Visualforce Pages" on the top, edit control
- Click "ViewMadisonLogicSalesInsights" and drag in it into the newly created section
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- Format the new section
- Hover in the new "Madison Logic Sales Insight" section
- Either double click in the section or select the tool icon on the top right hand side of the section
- Madison Logic recommends the following format settings. Feel free to adjust as needed:
- Width = 100%
- Height = 600 pixels
- Show scrollbars
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- Click "Save" to save changes to the layout
Adding Authentication Code
After you receive the email confirmation, follow the below steps to complete authentication.
- Go to the Account page. You will see Madison Logic section like below:
- Enter the authentication code (ML Shared key) from ABM's Manage integration page.
- If the authentication is successful, you will see a notification "Authentication Code saved successfully".
- Note: Custom setting in this version is Protected so, user will not be able to see/edit it.
Activate ABM™ Account Analytics Dashboard
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.
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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
Connection errorError - If there is any issue with connecting the Activate ABM™ platform, the following error message will appear:
No domain mapped errorDomain 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 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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The following steps are to remove Madison Logic's package from your Salesforce.
- Remove the Account Layout assignment of (Account ML Data Layout) from the assigned profiles.(Refer: Authorizing and assigning Layouts)
- Navigate to Set Up > Installed Packages > ML Package and Click the uninstall link
- Select the option “Do not save a copy of this package’s data after uninstall”
- Check "Yes I want to uninstall this package and click on the Uninstall package"
- The package will be uninstalled completely. To verify navigate to the package listing page, ML package will not be visible in the provided listing.(Refer: Package Listing)