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

  3. Click on the ABM Signals Setup tab

    1. Image RemovedImage Added

  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

    1. Image RemovedImage Added
  7. Navigate to the SFDC Account used to test the integration. You should see the Madison Logic Custom Field populated with test data

    1. Image RemovedImage Added

  8. Click the Activate toggle to start the daily synchronization of data

Madison Logic Custom Fields

Madison Logic will automatically create the following custom fields under the Account Object

...