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Click the plus icon on the Salesforce tile
You will be directed to authenticate your Salesforce.com with Madison Logic. You will need to enter your Salesforce.com username and password, and grant permission for Madison Logic to leverage your Salesforce.com data. You must have admin rights in Salesforce tin order to integrate it with Activate ABM™.
Manage Integration
Once you have successfully logged in, you will be brought to the Manage Integration Page for Salesforce. Click "Sales Insights Setup" in the left hand menu.
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Click the toggle to ON where it says "Integrate Sales Insights in Salesforce"
The private Madison Logic Salesforce package URL and your authorization code can be found one your toggle ON "Integration Sales Insights in Salesforce" in Activate ABM™. Please be sure to pass both the package url and authorization code to your Salesforce Admin to complete the installation.
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The following steps are to remove Madison Logic's package from your Salesforce.
- Remove the Account Layout assignment of (Account ML Data Layout) from the assigned profiles.(Refer: Authorizing and assigning Layouts)
- Navigate to Set Up > Installed Packages > ML Package and Click the uninstall link
- Select the option “Do not save a copy of this package’s data after uninstall”
- Check "Yes I want to uninstall this package and click on the Uninstall package"
- The package will be uninstalled completely. To verify navigate to the package listing page, ML package will not be visible in the provided listing.(Refer: Package Listing)
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