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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 your ML Platform account to your Salesforce Instance.
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- Click on Integrations in the the User Menu dropdown
- Click Connect on the Salesforce tile
- Choose which Salesforce.com environment you want to connect to
- 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.
- Once your Salesforce.com is authenticated, click Setup Measurement
Manage Integration
- Choose the SFDC environment you want to integrate Sales Insight
- 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)
- 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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- Once the installation is successful, the package will require a shared key for further communication with Madison Logic’s Activate ABM™the ML 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 Edit next to Account Layout, or whichever custom layout you use to show accounts.
- Create a new section in the Account Layout
- On top of the Edit Page Layout page, select Fields and then click Section
- Drag the new section to where you want Madison Logic Sales Insights to appear on the Salesforce page
- On top of the Edit Page Layout page, select Fields and then click Section
- Set the Section Properties
- Section Name = "Madison Logic Sales Insights"
- Layout = 1-Column
- 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
- 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
- Click "Save" to save changes to the layout
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ML Platform Account Analytics Dashboard
Authorized users can view Activate ABM™ML Platform's Account details on the account detail page under the new section (Madison Logic Sales Insights).
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Connection Error - If there is any issue with connecting the Activate ABM™ platformML Platform, the following error message will appear:
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No Domain 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™see ML Platform's data.
No 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™ML Platform for any program you are running.
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