Sales Insight Actions Configuration in Salesforce sales-insight-actions-configuration-in-salesforce
- Install or Upgrade Sales Insight Package in your Salesforce instance
- Configure Marketo Sales Insight in Salesforce Enterprise/Unlimited
Add New Remote Site in Salesforce add-new-remote-site-in-salesforce
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In Salesforce, click Setup.
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Search for “remote site” and select Remote Site Settings.
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Click New Remote Site.
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Enter the Remote Site Name (it can be something like “MarketoSalesInsight1”). Enter the Remote Site URL
https://ims-na1.adobelogin.com
and click Save. -
Click New Remote Site again.
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Enter the Remote Site Name (it can be something like “MarketoSalesInsight2”). Enter Remote Site URL
https://mkto-sales-connect.adobe.io
and click Save.
Enabling Sales Insight Actions across the CRM enabling-sales-insight-actions-across-the-crm
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In Salesforce, click the Marketo Sales Insight Config tab.
note note NOTE If you don’t see “Marketo Sales Insight Config” in your top bar, click the + sign and find it under All Tabs. -
Select the Enable MSI Actions checkbox.
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Enter the API Secret Key.
note note NOTE If you don’t have your API Secrey Key handy, you can find it by following the steps in this article. -
Click Save when done.
This will automatically enable all MSI Actions features outlined in the feature overview article.
MSI-Actions Governance msi-actions-governance
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You can disable Sales Campaigns and/or the Task tab in the upcoming section. This will be applicable to lead, contact, account, and opportunity panels.
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You can disable MSI Actions by unchecking corresponding features under Actions settings.