SFDC Installation Guide - ABM Signals

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Last updated: Mar 02, 2021
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Prerequisites

  • SFDC login credentials

    • Must be an SFDC admin with Modify All Data permissions. More information on Salesforce’s user permissions can be found here.

  • 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

  3. Click on the ABM Signals Setup tab

    1.  

  4. Click the Setup toggle

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  5. Add Madison Logic’s Custom Fields to the Account Page Layout

    1. Classic

    2. Lightning

  6. To test that the integration is working as intended, enter an SFDC Account ID and click Send

  7. Navigate to the SFDC Account used to test the integration. You should see the Madison Logic Custom Field populated with test data

    1.  

  8. Click the Activate toggle to start the daily synchronization of data

    1.  

Madison Logic Custom Fields

Madison Logic will automatically create the following custom fields under the Account Object

  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 Leads (Integer)

  8. Last 30 Days Leads (Integer)

  9. Last 90 Days Leads (Integer)

  10. Last 15 Days LinkedIn Impressions (Integer)

  11. Last 30 Days LinkedIn Impressions (Integer)

  12. Last 90 Days LinkedIn Impressions (Integer)

  13. Last 15 Days LinkedIn Clicks (Integer)

  14. Last 30 Days LinkedIn Clicks  (Integer)

  15. Last 90 Days LinkedIn Clicks  (Integer)

  16. Last 15 Days LinkedIn Likes (Integer)

  17. Last 30 Days LinkedIn Likes  (Integer)

  18. Last 90 Days LinkedIn Likes  (Integer)

  19. Last 15 Days LinkedIn Shares (Integer)

  20. Last 30 Days LinkedIn Shares (Integer)

  21. Last 90 Days LinkedIn Shares (Integer)

  22. Last 15 Days LinkedIn Comments (Integer)

  23. Last 30 Days LinkedIn Comments (Integer)

  24. Last 90 Days LinkedIn Comments (Integer)