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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

  1. Once logged into Activate ABM, go to User Menu under your account on the top right hand side of the page and click IntegrationsClick on Integrations in the the User Menu dropdown

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  2. Click Connect on the Salesforce tile
  3. Choose which Salesforce.com environment you want to connect to
  4. You will be directed to authenticate your SFDC instance with Madison Logic.  You will need to enter your SFDC username and password, and grant permission for Madison Logic to leverage your SFDC data. You must have admin rights in Salesforce in order to integrate it with the ML Platform
  5. Once your Salesforce.com is authenticated, click Setup Measurement 

Manage Integration

  1. Choose the SFDC environment you want to integrate Sales Insight
  2. Enter the Salesforce Organization ID of the SFDC instance you've selected & click Save. (More information on finding your Salesforce Organization ID can be found here)
  3. The private Madison Logic Salesforce package URL and authorization code can be found once you save the integration setting. Makes sure to copy the Authentication code and hold onto in for a future step.

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