Uninstall Salesforce Classic Customization Package

Uninstall the Marketo Sales Connect package from your Salesforce account once you start using the MSI Actions package.

Remove Sales Connect fields from Page Layout

  1. In Salesforce Classic, click Setup.

  2. In the left nav, under Build, expand (but don’t click on) Customize, then Leads. Then, select Page Layouts.

  3. Click Edit next to Lead Layout.

  4. In the console, select Fields. In Quick Find, search “MSC.” All the grayed out fields have been added to your page layout. You’ll have to delete them.

    NOTE

    If none of the fields are grayed out, it means you haven’t added them to your page layout. You can skip this section.

  5. Scroll to the section that has your Sales Connect Custom Fields.

  6. There are 10 types of MSC fields that can be added to this section. Remove all the fields you added, or simply delete the entire section.

  7. Click Quick Save when done.

Remove Sales Connect Buttons from Page Layouts

  1. In the console (Step 4 above), select Buttons. Search “MSC.” All the grayed out buttons have been added to your custom button section. You’ll have to delete them.

    NOTE

    If none of the buttons are grayed out, it means you haven’t added them. You can skip this section.

  2. Drag and drop the MSC buttons from the Custom Buttons section to the console.

  3. Click Quick Save when done.

Remove Sales Connect Fields from Activity History Section

  1. Scroll to the bottom of the page to the Activity History related list section and click on the Wrench icon.

  2. Select the Sales Connect Fields from the Selected Fields area and Click the Remove arrow. Click OK when done.

    NOTE

    The abbrevation MSE is Sales Connect. It’s just the previous name, “Marketo Sales Engage.”

  3. Click Save when you’re done with the Leads page.

Remove Sales Connect Bulk Action Buttons from Lead List View

  1. In the left nav, under Build, expand (but don’t click on) Customize, then Leads. Then, select Search Layouts.

  2. Next to Leads List View, click Edit.

  3. Select Add to MSC Campaign (Classic), Email with MSC (Classic), and Push to MSC (Classic), and click the Remove arrow. Then click Save.

You should no longer see the buttons on the lead list view.

Remove MSC Configuration for Contacts

  1. In Salesforce, click Setup.

  2. In the left nav, under Build, expand (but don’t click on) Customize, then Contacts. Then, select Page Layouts.

  3. Next to Contact Layout, click Edit.

  4. Repeat steps from all three sections.

Remove MSC Configuration for Opportunity

  1. In Salesforce, click Setup.

  2. In the left nav, under Build, expand (but don’t click on) Customize, then Opportunities. Then, select Page Layouts.

  3. Next to Opportunity Layout, click Edit.

  4. Repeat steps from all three sections.

Opportunity view has only one button – “Send MSE Email” and the following fields:

Remove MSC Configuration for Account

  1. In Salesforce, click Setup.

  2. In the left nav, under Build, expand (but don’t click on) Customize, then Account. Then, select Page Layouts.

  3. Next to Account Layout, click Edit.

  4. Repeat steps from all three sections.

Account view has only one button – “Send MSE Email” and the following fields:

Remove Marketo Sales Outbox

  1. In Salesforce, click the + tab on the top of your screen.

  2. Click Customize My Tabs.

  3. Select the Marketo Sales Outbox option from the right. Click the Remove arrow, then click Save.

Delete Sales Connect Package

Once you’ve removed all the objects from your Salesforce Account, follow the steps below.

  1. In Salesforce, click Setup.

  2. In the Quick Find box, enter “Apex Classes.”

  3. Click Delete next to all “MarketoSalesConnectionCustomization” or “MarketoSalesEngageCustomization” entries on your list.

You’re all set!

Here’s a list of all the objects that need to be removed from your Salesforce instance:

Sales Connect Customization Details

Custom Activity Fields Description Type Data Type
MSC Call Local Presence ID As a user, I can choose Local Presence as an option when I make calls from MSC Phone. Incoming calls will show a local number for the receiver Activity Text
MSC Call Recording URL Calls can be recorded and a link for the recording will be logged here Activity Text
MSC Campaign Logs name of the MSC campaign the contact/lead is on Activity Text
MSC Campaign URL Logs URL to the campaign that was created in MSC. Clicking on this will open the campaign in the MSC web app Activity Text
MSC Campaign Current Step If a contact/lead is on a campaign, this field will log the name of the step they're currently on Activity Checkbox
MSC Email Attachment Viewed Logs data when an email is sent with an attachment that is viewed by the recipient Activity Checkbox
MSC Email Clicked Logs a check mark when the recipient clicks a link in the email Activity Checkbox
MSC Email Replied Logs a check mark when the recipient replies to the email Activity Text
MSC Email Status Shows if an email is sent/in progress/bounced (tracking bounced emails depends on the delivery channel used) Activity Text
MSC Email Template Logs name of the MSC template that was used in the email sent to the lead/contact Activity Text
MSC Email Template URL Logs URL to the template that was created in MSC. Clicking on this will open the template in the MSC web app Activity Text
MSC Email URL Clicking on this URL will open the command center in MSC and pull up the People Detail View history tab where the user can see the sent email Activity Text
MSC Email Viewed Logs a check mark when the recipient views an email Activity Checkbox
MSC Roll up Logging Field Description Type Data Type
MSC - Last Marketing Engagement Last incoming engagement from Marketing

Account

Contact

Lead

Opportunity

Data and Time
MSC - Last Marketing Engagement Date Time stamp of engagement from Marketing

Account

Contact

Lead

Opportunity

Data and Time
MSC - Last Marketing Engagement Desc Description of the engagement

Account

Contact

Lead

Opportunity

Text
MSC - Last Marketing Engagement Source Source of Marketing engagement

Account

Contact

Lead

Opportunity

Text
MSC - Last Marketing Engagement Type Type of Engagement (ex: Web activity)

Account

Contact

Lead

Opportunity

Text
MSC - Last Activity by Sales Last outgoing activity performed by the sales team

Account

Contact

Lead

Opportunity

Data and Time
MSC - Last Replied Last email reply to Sales email

Account

Contact

Lead

Opportunity

Data and Time
MSC - Current Sales Campaign Logs name of the MSC campaign the contact/lead is on

Account

Contact

Lead

Opportunity

Text
MSC - Last Sales Engagement Last incoming engagement from Sales

Account

Contact

Lead

Opportunity

Data and Time
MSC - Opt Out Opt out field

Account

Contact

Lead

Opportunity

Checkbox
MSC Buttons Description Type
Send MSC Email Send sales emails from Salesforce

Account

Contact

Lead

Opportunity

Add to MSC Campaign Add to MSC campaigns from Salesforce

Contact

Lead

Push to MSC Push contact from Salesforce to MSC

Contact

Lead

Call with MSC Make sales calls from Salesforce

Contact

Lead

MSC Bulk Action Buttons Description Type
Add to MSC Campaign (Classic) Add to MSC campaigns from Salesforce

Contact

Lead

Push to MSC (Classic) Push contact from Salesforce to MSC

Contact

Lead

Email with MSC (Classic) Email with MSC from Salesforce

Contact

Lead

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