SFDC Installation Guide - ABM Signals

Requirements: 

• SFDC login credentials

• ML Platform login credentials

Installation Guide

1. Integrate ML Platform with Salesforce

2. Click on Setup Measurement under the Salesforce Tile on the Integration page

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3. Click on the ABM Signals Setup tab

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4. Toggle the Setup & Activate buttons. To facilitate the daily push of account engagement data, Madison Logic will automatically create a custom property group on the company object

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Testing  (Note: The Test Activity Sync process is not required)

1. To test that the synchronization is working as intended, enter an existing HubSpot Company ID and click Send

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Madison Logic Custom Property Group

Madison Logic will automatically create a custom property group on the companies object in HubSpot on your behalf to hold the account level engagement data. The custom property group will hold the below properties:

1. Group Name: Madison Logic Account Engagement

2. Properties: 

   1. Last 15 Days Impressions (Integer)

   2. Last 30 Days Impressions (Integer)

   3. Last 90 Days Impressions (Integer)

   4. Last 15 Days Site Visits (Integer)

   5. Last 30 Days Site Visits (Integer)

   6. Last 90 Days Site Visits (Integer)

   7. Last 15 Days Site Leads (Integer)

   8. Last 30 Days Site Leads (Integer)

   9. Last 90 Days Site Leads (Integer)

   10. Trending Topics (String)

   11. Last 15 Days LinkedIn Impressions (Integer)

   12. Last 30 Days LinkedIn Impressions (Integer)

   13. Last 90 Days LinkedIn Impressions (Integer)

   14. Last 15 Days LinkedIn Clicks (Integer)

   15. Last 30 Days LinkedIn Clicks  (Integer)

   16. Last 90 Days LinkedIn Clicks  (Integer)

   17. Last 15 Days LinkedIn Likes (Integer)

   18. Last 30 Days LinkedIn Likes  (Integer)

   19. Last 90 Days LinkedIn Likes  (Integer)

   20. Last 15 Days LinkedIn Comments (Integer)

   21. Last 30 Days LinkedIn Comments (Integer)

   22. Last 90 Days LinkedIn Comments (Integer)