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Authorize Salesforce
- Click on Integrations in the the User Menu dropdown
- Setup tab
- 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. Even though this image Please note, even though the images below shows Development selected, make sure you choose Production if you are installing the package for your sales team to utilize.
- 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.
- 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.- |
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Package Installation in Salesforce
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- Once the installation is successful, the package will require a shared key for further communication with the ML Platform
- Enter the authentication code from the ML .PartnerPlatform
- If you receive an error message after entering the authentication code, please see the steps to resolve in under the Troubleshooting section below to resolve the issue (Authentication Code Error)
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