Page Comparison

Requirements: 

• SFDC login credentials

  • Must be an SFDC admin with Modify All Data permissions

• ML Platform login credentials

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1. Integrate ML Platform with Salesforce

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

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3. Click on the ABM Signals Setup tab

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

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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

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

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Madison Logic Custom Fields

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