SFDC Installation Guide - Dynamic 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 and target 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

   • Open

     

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 building your Dynamic Targeting 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).

Open

Once the fields are mapped, your Madison Logic Team can set up programs based on accounts, contacts or opportunities pulled from Salesforce.

Use Cases

Click here to find more information on how to accelerate accounts through your Sales funnel using object targeting from Salesforce.