SFDC Installation Guide - Sales Insights
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 ML Platform account to your Salesforce Instance.
Authorize Salesforce
Manage Integration
Choose the SFDC environment you want to integrate Sales Insight. Please note, even though the images below shows Development selected, make sure you choose Production if you are installing the package for your sales team to utilize.
Enter the Salesforce Organization ID of the SFDC instance you've selected & click Save. (More information on finding your Salesforce Organization ID can be found here)
The private Madison Logic Salesforce package URL and authentication code can be found once you save the integration setting. Makes sure to copy the Authentication code and hold onto in for a future step.
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Package Installation in Salesforce
Log in to Salesforce in a new window
Click the package link under the Salesforce Package section in MLP to install the package
Enter MadLogicABM into the password field
Select the group of users or user profiles that the package will be installed for and click Install
Authorize the ML Platform to communicate with Salesforce to grant access to Madison Logic
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 steps in our offline installation here rather than the below.
Package Authentication and Listing
Once the installation is successful, the package will require a shared key for further communication with the ML Platform
Enter the authentication code from the ML Platform
If you receive an error message after entering the authentication code, please see the steps under the Troubleshooting section below to resolve the issue (Authentication Code Error)
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:
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.
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
Set the Section Properties
Section Name = "Madison Logic Sales Insights"
Layout = 1-Column
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
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
Click "Save" to save changes to the layout
Grant API read access to all custom settings for selected user group(s)
You will need to provide ‘view all’ custom setting(read only) to non-admin user to permit access. This will allow non-admin users to view the iframe within the account object.
1. From Setup, enter Schema Settings in the Quick Find box, and make sure that the Restrict access to custom settings org permission is enabled.
2. Enter Profiles or Permission Sets in the Quick Find box.
3. Click the name of the profile or permission set that you want to edit.
4. Click System permissions.
5. Check the View All Custom Settings permission.
6. Click Save