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 Activate ABM™ account to your Salesforce Instance.
Authrorize Salesforce
Once logged into Activate ABM™, go to User menu > Integration and click the plus sign on the Salesforce tile.
This open up a separate window for you to log into your Salesforce Account. (Note - in order to integrate your Salesforce instance with Activate ABM™, you must have admin rights in Salesforce)
Manage Integration
Once you have successfully logged in, you will be brought to the Manage Integration Page for Salesforce. Click "Sales Insights Setup" in the left hand menu.
Click the toggle to ON where it says "Integrate Sales Insights in Salesforce"
Package Installation in Salesforce
Package URL
The private Madison Logic Salesforce package url and your authorization code can be found one your toggle ON "Integration Sales Insights in Salesforce" in Activate ABM™.
Grouping Users
Log into Salesforce in a new window. Then select the group of users or user profiles that the package will be installed for and click the Install button.
Madison Logic Authorization
Authorize Activate ABM™ platform to communicate with Salesforce to grant access to Madison Logic
Package Authentication and Listing
Once installation is successful, the Client's Madison Logic package will require a shared key for further communication with Madison Logic’s Activate ABM™ Platform
Enter the provided authentication code in the configuration setting field located on the same page as the package link in Activate ABM™. User menu > Integration > Sales Insights Setup
Edit Shared Key
If the Salesforce admin has entered wrong authentication code by mistake, he/she can update the shared key as below:
Go to Set Up > Custom Setting > Settings > Manage
Click on the Edit button of ML Shared Key to update the shared key
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.
Authorization and Assigning Layouts
The Salesforce Admin can authorize Salesforce users to view the Madison Logic page layout by completing the following steps:
- Go to Setup > Accounts > Layouts
This will list all available layouts. A new layout will be visible in this list, Account (ML Data layout).
2. Assign the Account (ML Data layout) to users profile
- Click on the Page Layout Assignment button
- Click on the Edit Assignment button
3. Select the Account (ML Data layout) layout from the drop down and assign it against the user and click Save.
Activate ABM™ Account Analytics Dashboard
Authorized users can view Activate ABM™'s Account details on the account detail page under a new section (ML Account Data Section).
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.
Uninstalling Madison Logic Package
The following steps are to remove Madison Logic's package from your Salesforce
- Remove the Account Layout assignment of (Account ML Data Layout) from the assigned profiles.(Refer: Authorizing and assigning Layouts)
- Navigate to Set Up > Installed Packages > ML Package and Click the uninstall link
- Select the option “Do not save a copy of this package’s data after uninstall”
- Check "Yes I want to uninstall this package and click on the Uninstall package"
- The package will be uninstalled completely. To verify navigate to the package listing page, ML package will not be visible in the provided listing.(Refer: Package Listing)