Marketo Sales Insight Actions is a web-based application that integrates with the Salesforce user interface via the Marketo Sales Insight package. It is sometimes referred to as “Marketo Sales,” or simply “Actions.”
Persona | Step |
---|---|
Marketo Admin | Set up Marketo Sales account |
Marketo Admin or Salesforce Admin |
Connect Marketo Sales account to Salesforce |
Marketo Admin | Connect Marketo Sales account to Marketo |
Marketo Admin | Initiate Data Sync from Marketo to Marketo Sales Account |
Marketo Admin | Invite users to MSI-Actions |
Salesforce Admin | Install/Upgrade MSI Package in Salesforce |
Salesforce Admin | Configure MSI-Actions in Salesforce |
In Marketo, click Admin.
If you’re not seeing a Client ID and Client Secret on the Integration Information card, activate your Actions instance by inviting the first user, and you’ll see the Client ID and Client Secret appear.
Click Sales Insight, then Actions Config. Select from a list of Marketo admins to invite and click Send Invite.
The user will receive an email with steps to get access to the account.
Additional users will not be added through Marketo and will instead be added through the Sales Account User Management page. Click here to learn more about adding additional users.
In your Marketo Sales account, click the gear icon and select Settings.
Under Admin Settings, click Salesforce.
In the Connections & Customizations tab, click Connect.
Click OK.
If you’re already logged in to Salesforce, you’ll be connected. If you’re not, you’ll be asked to log in.
In your Marketo Sales account, click the gear icon and select Settings.
Under Admin Settings, click Marketo.
Click connect. Your account will then be connected.
If it doesn’t connect, copy the credentials from Marketo Sales Insight “Actions Config” tab and paste them in the Set Up tab.
The data unification field sync for Sales Insight Actions enables the system to pull person information from your Marketo Engage database into your Sales Insight Actions database, keeping your people data up-to-date and ensuring activities are logged to the right records across Marketo and Salesforce.
Once you initiate data sync, you should not remove the original user on your Sales Insight Actions instance. This is the user that the first invite was sent to.
In Marketo, click Admin.
Click Sales Insight.
Click the Actions Config tab. In the Action Field Sync card, click Sync.
You’ll see a preview of the fields that will be synced. Click Start Sync.
Person records that exist in Marketo and Salesforce will be synced to your Marketo Sales Apps account.
To learn more about how people and activity data syncs between Sales Insight Actions, Marketo, and Salesforce, click here.
In your Marketo Sales account, click the gear icon and select Settings.
Under Admin Settings, select User Management.
Click Actions and select Invite Users.
Enter the email address(es) and click Invite.
By default, all new members will be added to the Everyone team.
You’ll receive a confirmation message.
In your Marketo Sales account, click the gear icon and select Settings.
Under Admin Settings, select User Management.
Click Actions and select Invite Users via CSV.
Browse for the CSV on your computer, select it, and click Next.
Confirm that the fields are mapped properly and click Invite.
You’ll receive a confirmation message once the invites are sent.
Once this is done, you can either upgrade your existing MSI package or install a new one and move on to configuring MSI Actions in Salesforce.