How to Install Sales Connect Buttons in Salesforce

Last update: 2023-07-21

Easily install Call with Marketo Sales Connect, Send Marketo Sales Email, and Add to Campaign. You’ll need to have admin privileges in Salesforce to install these fields.

  1. Log in to Salesforce.com.

  2. Click Customize.

  3. Click Leads.

  4. Click Page Layouts.

  5. Click Edit next to the Lead Layout you would like to add the buttons to.

  6. Click Buttons.

  7. Drag and drop the Sales Connect buttons to the Lead Details section.

  8. Click Save.

    NOTE

    You can repeat these steps to install them to the Contact Layout. Be sure to choose Contacts for Step 3.

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