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Introduction
This document presents an installation and user guide towards a Salesforce Managed packaged app developed and hosted privately on Salesforce.com.
Package Installation
Package URL
- The private Madison Logic package should be hosted as a private package at the paths mentioned below
- SF admin should login and proceed with the installation.
- Production Environment:
- Sandbox Environment:
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Authorize ActivateABMTM platform to communicate with Salesforce to grant access to Madison Logic
Package Authentication and Listing
Once installation is successful, the Client's Madison Logic package will require a shared key for further communication with Madison Logic’s ActivateABMTM Platform
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After successful installation of the “Madison Logic Sales Insight” package, the Salesforce admin will receive a confirmation email from support@salesforce.com.
Authorization and Assigning Layouts
The Salesforce Admin can authorize Salesforce users to view the Madison Logic page layout by completing the following steps:
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3. Select the Account (ML Data layout)layout from the drop down and assign it against the user and click Save.
ActivateABMTM Account Analytics Dashboard
Authorized users can view ActivateABMTM's Account details on the account detail page under a new section (ML Account Data Section).
Troubleshooting
Connection error - If there is any issue with connecting the ActivateABMTM platform, the following error message will appear:
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No data available error - ML Account Data Section will display a No Data Available message if no match is found between the website field for the salesforce account and the associated domain in ActivateABMTM for any program you are running.
Uninstalling Madison Logic Package
The following steps are to remove Madison Logic's package from your Salesforce
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