The Jabmo Salesforce app allows account executives to see timely engagement data for their accounts, allowing them to make informed, data-driven decisions on when and to whom to reach out:

Package Requirements

  1. The Jabmo Salesforce app requires Sales Cloud Professional, Enterprise, Unlimited, or Developer editions with Lightning Experience.

  2. You have provided your Jabmo CSM with the Salesforce account IDs for each of the target accounts in your Jabmo ABM program, and your Jabmo CSM has informed you that your Salesforce package is ready.

Package Installation

These steps should be performed by a Salesforce Admin user.

  1. Access the package on the Salesforce AppExchange:

  2. Click the green Get It Now button.

  3. Select whether you wish to install the package in a Production Environment or in Testing Environment (Sandbox):

  4. Proceed with the on-screen instructions to complete the installation.

Package Setup

Front-End Setup

  1. Move the new Engagement by Channel report to the Public Reports folder.

  2. Go to an Account record (any of the previously-provided target accounts whose Salesforce Account ID you have provided to Jabmo), select on the gear icon, and select Edit Page:

  3. Create a new tab, and name it Jabmo Insights:

  4. Drag and drop the Report Chart from the standard list to the new Jabmo Insights tab:

  5. Search for the report Engagement by Channel and select the filter SFDC account id: Account ID:

  6. Drag and Drop the JabmoInsights component from the left menu to below the chart:

  7. Save and activate the page.

Data Connection Setup

  1. Select app launcher, search for Jabmo Insights and select it:

  2. Select the AWS Credentials tab and click on New:

  3. Enter the API Username and Password provided by your Jabmo CSM, then select Save:

  4. Verify that the Apex batch is scheduled by executing the following query:

    select CronJobDetail.Name from CronTrigger


    The output should resemble the following:


    If the output is missing the Get AWS Token line, execute this statement from an anonymous window:

    System.schedule('Get Aws Token',  '0 55 12 * * ?', new jabmo.GetAWSAccessTokenWithScheduler());


    If the output is missing the Get Aws Data line, execute this statement from an anonymous window:

    System.schedule('Get Aws Data',  '0 0 13 * * ?', new jabmo.UpdateAccountBatchWithScheduler());

Permission Set Setup: View Dashboard

  1. Go to Setup, Users, Permissions Sets, and select New:

    Enter View Dashboard as the name and click Save.

  2. Go to System, System Permissions at the bottom of the main window pane:

    Select Edit beside the System Permissions heading.

  3. Select the checkboxes beside View Dashboards In Public Folders and beside View Reports in Public Folders:

    Scroll back up and click Save.


Permission Set Setup: View Reports

  1. Go to Setup, Users, Permissions Sets, and select New:

    Enter View Report as the name and click Save.

  2. Go to System, System Permissions at the bottom of the main window pane:

    Select Edit beside the System Permissions heading.

  3. Select the checkbox beside View Reports in Public Folders:

    Scroll back up and click Save.

Permission Set Assignment

  1. Assign the Jabmo Admin and View Dashboard permission sets to administrative users who need to manage the app credentials and perform any troubleshooting.

  2. Assign the Jabmo User and View Report permissions set to all users who should have access to the app, particularly AEs:


Congratulations! You will now be able to view timely, actionable insights from Jabmo for your most important accounts in Salesforce.

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