Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Integrate ML Platform with Salesforce

  2. Click on Setup Measurement under the Salesforce Tile on the Integration page

    1. Image RemovedImage Added
  3. Click on the ABM Signals Setup tab

    1. Image RemovedImage Added

  4. Toggle the Setup. To facilitate the daily sync of account engagement data, Madison Logic will automatically create custom fields on the Account object

    1. Image RemovedImage Added

  5. Add Madison Logic’s Custom Fields to the Account Page Layout

    1. Classic

    2. Lightning

  6. To test that the synchronization is working as intended, enter an SFDC Account ID and click Send

  7. To activate the daily synchronization of data, toggle the Activate Tab

    1. Image Added

Madison Logic Custom Fields

...