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SFDC login credentials
Must be an SFDC admin with Modify All Data permissions. More information on Salesforce’s user permissions can be found here.
ML Platform login credentials
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Click on Setup Measurement under the Salesforce Tile on the Integration page
Click on the ABM Signals Setup tab
Toggle the Setup. To facilitate the daily sync of account engagement data, Madison Logic will automatically create custom fields on the Account object
Add Madison Logic’s Custom Fields to the Account Page Layout
To test that the synchronization is working as intended, enter an SFDC Account ID and click Send
To activate the daily synchronization of data, toggle the Activate Tab
Madison Logic Custom Fields
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