Page Comparison

...

1. Click on Integrations in the the User Menu dropdown
2. 
   
   • 
3. Click Connect on the Salesforce tile
   • 
4. Choose which Salesforce.com environment you want to connect to
   
   • 
5. 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. 
6. Once your Salesforce.com is authenticated, click Setup Measurement 
   • 

Manage Integration

1. Choose the SFDC environment you want to integrate Sales Insight.  Even though this image below shows Development selected, make sure you choose Production if you are installing for your sales team to utilize.  
   
   
   • 
2. 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)
   Even though this image below shows Development selected, make sure you choose Production if you are installing for your sales team to utilize.  
    
   • 
3. 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.
   Even though this image below shows Development selected, make sure you choose Production if you are installing for your sales team to utilize.  
   
   • 

...

1. Go to Setup > Accounts > Layouts
2. A list of all available layouts will be shown. Click Edit next to Account Layout, or whichever custom layout you use to show accounts. 
3. Create a new section in the Account Layout
   • On top of the Edit Page Layout page, select Fields and then click Section
     • 
   • Drag the new section to where you want Madison Logic Sales Insights to appear on the Salesforce page
4. Set the Section Properties
   • Section Name = "Madison Logic Sales Insights"
   • Layout = 1-Column
   • 
5. Add Madison Logic Data to the new section
   • Select "Visualforce Pages" on the top, edit control
   • Click "ViewMadisonLogicSalesInsights" and drag in it into the newly created section
     • 
6. Format the new section
   • Hover in the new "Madison Logic Sales Insight" section
   • Either double click in the section or select the tool icon on the top right hand side of the section
     • 
   • Madison Logic recommends the following format settings. Feel free to adjust as needed:
     • Width = 100%
     • Height = 600 pixels
     • Show scrollbars
     • 
7. Click "Save" to save changes to the layout
   • 

Grant API read access to all custom settings for selected user group(s)

You will need to provide ‘view all’ custom setting(read only) to non-admin user to permit access. This will allow non-admin users to view the iframe within the account object.

1.      From Setup, enter Schema Settings in the Quick Find box, and make sure that the Restrict access to custom settings org permission is enabled.

2.      Enter Profiles or Permission Sets in the Quick Find box.

3.      Click the name of the profile or permission set that you want to edit.

4.      Click System permissions.

5.      Check the View All Custom Settings permission.

6.      Click Save

ML Platform Account Analytics Dashboard

...