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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. If you are interested in Sales Insights in your Salesforce Account, you first have to link your Activate ABM™ account to your Salesforce Instance.

Authorize Salesforce

Once logged into Activate ABM™, go to User Menu > Integration



Click the plus icon on the Salesforce tile

Choose which Salesforce.com environment you want to connect with

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 in 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. 

Choose the Salesforce.com environment you want to integrate Sales Insight with and the Salesforce Organization ID of that instance. Click Save. (More information on finding your Salesforce Organization ID can be found here)

The private Madison Logic Salesforce package URL and authorization code can be found once you toggle Save the integration setting. Please be sure to pass both the package url and authorization code to your Salesforce Admin to complete the installation.


Package Installation in Salesforce 

Grouping Users

Log into Salesforce in a new window. Click the link to install the package. Then select the group of users or user profiles that the package will be installed for and click the Install button.

Madison Logic Authorization

Authorize Activate ABM™ 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 Activate ABM™ Platform

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

Offline Installation

In some cases, the installation may take more time than expected. In such situations Salesforce, does the installation offline and sends an email to the user post installation.
After you receive the email confirmation, follow the below steps to complete authentication.

  1. In the Quick Search field, search for “Custom settings”.
  2. Click on Manage link beside “Settings”

  3. Click on ‘New’ button and create 3 separate fields with following value as below:

    1. ClientId : <your AABM Client Id>
    2. ML Key Updation Time : 2018-11-01 07:45:30 (put in today's time & ensure the format is same as given)
    3. ML Shared Key - <your shared key>

These steps would require Salesforce Admin or developer expertise.

Adding to Layout

The Salesforce Admin needs to then add the Madison Logic Section to the company's current Salesforce Account Layout by completing the following steps:

  1. Go to Setup > Accounts > Layouts

A list of all available layouts will be shown. Click 'edit' next to Account Layout, or whichever custom layout you use to show accounts. 

2. 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

3.  Set the Section Properties

  • Section Name = "Madison Logic Sales Insights"
  • Layout = 1-Column

4. 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

5. 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

6. Click "Save" to save changes to the layout

Activate ABM™ Account Analytics Dashboard

Authorized users can view Activate ABM™'s Account details on the account detail page under the new section (Madison Logic Sales Insights).

Syncing Accounts

Madison Logic uses the website object to sync your targeted accounts with Salesforce. In order to insure that accounts in Salesforce are synced with Madison Logic, please make sure that the website field on the Salesforce Account page is filled in.  


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.


Troubleshooting

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

  1. Go to Set Up > Custom Setting > Settings > Manage
  2. Click on the Edit button of ML Shared Key to update the shared key


Connection error - If there is any issue with connecting the Activate ABM™ 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 Activate ABM™'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 Activate ABM™ 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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