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- Click on Integrations in the the User Menu dropdown
- Click Connect on the Salesforce tile
- Choose which Salesforce.com environment you want to connect to
- You will be directed to authenticate your SFDC instance with Madison Logic. You will need to enter your SFDC username and password, and grant permission for Madison Logic to leverage your SFDC data. You must have admin rights in Salesforce in order to integrate it with the ML Platform.
- Once your Salesforce.com is authenticated, click Setup Measurement
Manage Integration
- Choose the SFDC environment you want to integrate Sales Insight
- Enter the Salesforce Organization ID of the SFDC instance you've selected & click Save. (More information on finding your Salesforce Organization ID can be found here)
- The private Madison Logic Salesforce package URL and authentication code can be found once you save the integration setting. Makes sure to copy the Authentication code and hold onto in for a future step.
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- Log in to Salesforce in a new window
- Click the package link under the Salesforce Package section in MLP to install the package
- Enter MadLogicABM into the password field
- Select the group of users or user profiles that the package will be installed for and click Install
- Authorize the ML Platform to communicate with Salesforce to grant access to Madison Logic
In some cases, the installation may take more time than expected. In such situations, Salesforce does the installation offline and sends an email to the user post installation. After you receive the email confirmation, follow the steps in our offline installation here rather than the below.
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