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This document presents an installation and user guide towards a Salesforce Managed packaged app developed and hosted privately on Salesforce.com. If you are interested in Sales Insights in your Salesforce Account, you first have to link your Activate ABM™ account to your Salesforce Instance.
Authorize Salesforce
- Once logged into Activate ABM™, go
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- to User Menu under your account on the top right hand side of the page and click Integrations
- Click the plus icon on the Salesforce tile
- Choose which Salesforce.com environment you want to
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- integrate with
- You will be directed to authenticate your
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- SFDC instance with Madison Logic. You will need to enter your
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- SFDC username and password, and grant permission for Madison Logic to leverage your
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- SFDC 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
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- Sales Insights Setup
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- in the left hand menu.
- Choose
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- the SFDC 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
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- save the integration setting.
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- Makes sure to
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- copy the Authentication code and hold onto in for a future step.
Package Installation in Salesforce
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- Log into Salesforce in a new window. Click the link to install the package.
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- Enter the password provided by Madison Logic and then select the group of users or user profiles that the package will be installed for and click the Install button.
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- Authorize Activate ABM™ platform to communicate with Salesforce to grant access to Madison Logic
Package Authentication and Listing
Once installation is successful, the Client's Madison Logic package will require a shared key for further communication with Madison Logic’s Activate ABM™ Platform
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 After you receive the email confirmation, follow the steps in our offline installation here rather than 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>
These steps would require Salesforce Admin or developer expertise.
Package Authentication and Listing
- Once the installation is successful, the package will require a shared key for further communication with Madison Logic’s Activate ABM™ Platform
- Enter the authentication code you retrieved from . User menu > Integration > Sales Insights Setup
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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
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
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 Connection Error - 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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