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Prerequisites: 

• 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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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. Click the Setup toggle

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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. Navigate to the SFDC Account used to test the integration. You should see the Madison Logic Custom Field populated with test data

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8. To activate the daily synchronization of data, click the Activate toggle

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Madison Logic Custom Fields

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