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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 url can be found in ActivateABM™ under User menu > Integration > Sales Insights Setup. 

Grouping Users

After you login, select the group of users or user profiles that the package will be installed for and click the Install button.

Madison Logic Authorization

Authorize ActivateABM™ 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 ActivateABM™ Platform

Enter the provided authentication code in the configuration setting field located on the same page as the package link in ActivateABM™. User menu > Integration > Sales Insights Setup

Edit Shared Key

If the Salesforce admin has entered wrong authentication code by mistake, he/she can update the shared key as below:

Go to Set Up > Custom Setting > Settings > Manage 

Click on the Edit button of ML Shared Key to update the shared key

Package Listing

The Madison Logic installed package can be viewed under the installed packages in Salesforce

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:

  1. Go to Setup > Accounts > Layouts

This will list all available layouts. A new layout will be visible in this list, Account (ML  Data layout).


2. Assign the Account (ML  Data layout) to users profile

    • Click on the Page Layout Assignment button
    • Click on the Edit Assignment button 

 


3. Select the Account (ML  Data layout) layout from the drop down and assign it against the user and click Save.


ActivateABM™ Account Analytics Dashboard

Authorized users can view ActivateABM™'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 ActivateABM™ platform, the following error message will appear:


No domain mapped error - If any domain is not available in account's Website field, the following error message will appear. The admin will need to add the domain name in the Website field to see ActivateABM™'s data.


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 ActivateABM™ for any program you are running.

Uninstalling Madison Logic Package

The following steps are to remove Madison Logic's package from your Salesforce

  1. Remove the Account Layout assignment of (Account ML Data Layout) from the assigned profiles.(Refer: Authorizing and assigning Layouts)
  2. Navigate to Set Up > Installed Packages > ML Package and Click the uninstall link
  3. Select the option “Do not save a copy of this package’s data after uninstall”
  4. Check "Yes I want to uninstall this package and click on the Uninstall package"
  5. 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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