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Once you receive an email from Salesforce confirming the package has been installed, follow the steps below

Package Authentication and Listing

  1. Once the installation is successful, the package will require an authentication code for further communication with Madison Logic’s Activate ABM™ Platform
  2. Under Installed Packages, click on the Madison Logic Sales Insights package
  3. Click View next to Post Install Instructions
  4. Enter in the Authentication code that was provided in the Activate ABM™ Platform
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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:

  1. Go to Setup > Accounts > Layouts
  2. A list of all available layouts will be shown. Click Edit next to Account Layout, or whichever custom layout you use to show accounts. 
  3. 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
  4. Set the Section Properties
    • Section Name = "Madison Logic Sales Insights"
    • Layout = 1-Column
  5. 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
  6. 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
  7. Click "Save" to save changes to the layout

Activate ABM™ Account Analytics Dashboard

Authorized users can view Activate ABM™'s Account details on the account detail page under the new section (Madison Logic Sales Insights).

Syncing Accounts

Madison Logic uses the website object to sync your targeted accounts with Salesforce. In order to insure that accounts in Salesforce are synced with Madison Logic, please make sure that the website field on the Salesforce Account page is filled in.  


Package Listing

The Madison Logic installed package can be viewed under the installed packages in Salesforce. After successful installation of the “Madison Logic Sales Insight” package, the Salesforce admin will receive a confirmation email from support@salesforce.com.


Troubleshooting

Connection Error - If there is any issue with connecting the Activate ABM™ platform, the following error message will appear:


No Domain Mapped Error - If any domain is not available in account's Website field, the following error message will appear. The admin will need to add the domain name in the Website field to see Activate ABM™'s data.


No Data Available Error - ML Account Data Section will display a No Data Available message if no match is found between the website field for the Salesforce account and the associated domain in Activate ABM™ for any program you are running.


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