Pipeline: Access & Setup

Validate transparency into Marketing ROI based on your ability to influence pipeline and revenue!

Setup is easy and seamless! 

Setup

1. Here’s a link to the ML.Platform’s Salesforce Integrate Guide: Integrate ML Platform with Salesforce

   1. This process takes just a few minutes and will require your Salesforce credentials for authentication- see the link above for full integration details.

2. Once integrated, you’ll need to navigate to “Setup Measurement” and under the Pipeline tab you’ll find the sync toggle used to turn on and off the data stream from Salesforce to the MLP platform. Data is synced once per day (at around 9 am est) to update the data points with the latest from Salesforce and your ML programs.

   1. Note: It takes 24 hours for the Pipeline tab to populate with data after turning the sync on. Data from SF is only available for the past year. This means that Pipeline is only available for campaigns that have run in the last 12 months.

Open

Access

After syncing, access can be controlled on a user level through the Manage Users section in MLP. By default, the Pipeline tab is visible to all users.

Open

Select the user you would like to change and under the actions dropdown select edit.

From there, you can select the “Hide Pipeline” option from the Feature dropdown to remove the tab from that user’s view.