SFDC Installation Guide - JA Targeting

Madison Logic supports a direct integration with your Salesforce.com CRM system. By connecting your CRM system to the ML Platform you have the ability to identify accounts based on their stage of the buying process with your company. You can also find accounts to target by using any field associated to your Salesforce.com primary objects.  The following Salesforce.com objects are supported with our integration: Accounts, Contacts and Opportunities. 

Requirements: 

• SFDC login credentials

• ML Platform login credentials

Installation Guide  

1. Integrate ML Platform with Salesforce

2. Click on Setup Targeting under the Salesforce tile
   • 

Configuration (Field Mapping)

Your customer success manager will walk you through the process of identifying fields within each Salesforce.com object to link to common Madison Logic fields, such as Account Name and Account Website.  Any other field within each object can be selected for later use when you build programs.  You should select fields that you wish to use to group accounts together.  For example, if you would like to target companies at a late stage within their buying process you may want to select Opportunity Stage fields.  If you would like to target high value deals being worked on by your sales team, you should select fields that indicate the deal value.

On the top of the page, you will see the 3 relevant Salesforce Objects (Accounts, Contacts, Opportunities) where you can select the fields the you want to filter accounts by (for each Object).

Once the fields are mapped, you can set up programs using our Self Serve platform based on accounts, contacts or opportunities pulled from Salesforce

Creating Programs (Setup Campaigns)

1. Select SF Object (Contact, Accounts, Opportunities) to pull list accounts from
   1. Building programs using the Contacts object
   2. Building programs using the Opportunities object
2. Define criteria (rules) to filter the list of accounts you want to pull from the selected SF object
3. Click "Find Accounts" to pull list of accounts
4. ML Platform will identify the number of accounts in Salesforce that match your selected criteria.
5. Once you are done identifying your criteria, click "Next - Review Accounts"
6. Review and select / deselect the specific accounts that you want to target. Then click "Review Program Details"
7. Select your desired media (Display Ads, Content Syndication or both)
8. Set geography, budget, and schedule for your ads and /or content
9. Click "Next - Upload Creative" and/or "Upload Content"
10. Upload your respective assets for your media program
11. Review your program details
12. Click "Submit your program"