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  1. Integrate ML Platform with Salesforce

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

  3. Click on the ABM Signals Setup tab

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  4. Click the Setup toggle

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

    1. Classic

    2. Lightning

  6. To test that the integration 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. Click the Activate toggle to start the daily synchronization of data

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Madison Logic Custom Fields

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