Uninstall Marketo Sales Connect from Salesforce Lightning uninstall-marketo-sales-connect-from-salesforce-lightning

Here’s how to uninstall the Marketo Sales Connect package from your Salesforce account once you start using Sales Insight Actions.

Remove Sales Connect fields from Page Layout remove-sales-connect-fields-from-page-layout

  1. In Salesforce Lightning, click the gear icon and select Setup.

  2. Click Object Manager.

  3. Scroll down to and select Lead.

  4. Click Page Layouts.

  5. Click Lead Layout.

    note note
    NOTE
    The Edit Page layout view has not been updated in Salesforce Lightning yet.
  6. 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 note
    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.
  7. Scroll to the section that has your Sales Connect Custom Fields.

  8. 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.

  9. Click Quick Save when done.

Remove Sales Connect Buttons from Page Layouts 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 note
    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 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 note
    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 remove-sales-connect-bulk-action-buttons-from-lead-list-view

  1. In Salesforce Lightning, click the gear icon and select Setup.

  2. Click Object Manager.

  3. Scroll down to and select Lead.

  4. Click Search Layouts.

  5. Click the arrow next to List View and select Edit.

  6. Select Add to MSC Campaign, Email with MSC, and Push to MSC, 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 remove-msc-configuration-for-contacts

  1. In Salesforce Lightning, click the gear icon and select Setup.

  2. Click Object Manager.

  3. Scroll down to and select Contact.

  4. Click Page Layouts.

  5. Click Contact Layout.

  6. Repeat steps from all three sections.

Remove MSC Configuration for Opportunity remove-msc-configuration-for-opportunity

  1. In Salesforce Lightning, click the gear icon and select Setup.

  2. Click Object Manager.

  3. Scroll down to and select Opportunity.

  4. Click Page Layouts.

  5. Click Opportunity Layout.

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

Remove MSC Configuration for Account remove-msc-configuration-for-account

  1. In Salesforce Lightning, click the gear icon and select Setup.

  2. Click Object Manager.

  3. Scroll down to and select Account.

  4. Click Page Layouts.

  5. Click Account Layout.

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

Remove Marketo Sales Outbox 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 delete-sales-connect-package

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

  1. In Salesforce Lightning, click the gear icon and select 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 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
Add to MSC campaigns from Salesforce

Contact

Lead

Push to MSC
Push contact from Salesforce to MSC

Contact

Lead

Email with MSC
Email with MSC from Salesforce

Contact

Lead

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