Sales Insight Actions Admin Setup Guide

PREREQUISITES
  • Confirm with your Customer Success Manager that MSI Actions has been enabled for your Marketo Account (if you do not have a CSM, contact Marketo Support).
  • Your Marketo/Salesforce sync must be set up.
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

Set up Marketo Sales Account

  1. In Marketo, click Admin.

  2. 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.

NOTE

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.

Connect Marketo Sales Account to Salesforce

  1. In your Marketo Sales account, click the gear icon and select Settings.

  2. Under Admin Settings, click Salesforce.

  3. In the Connections & Customizations tab, click Connect.

  4. 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.

Connect Marketo to Your Sales Apps Account

  1. In your Marketo Sales account, click the gear icon and select Settings.

  2. Under Admin Settings, click Marketo.

  3. Click connect. Your account will then be connected.

NOTE

If it doesn’t connect, copy the credentials from Marketo Sales Insight “Actions Config” tab and paste them in the Set Up tab.

Initiate Data Sync

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.

CAUTION

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.

  1. In Marketo, click Admin.

  2. Click Sales Insight.

  3. Click the Actions Config tab. In the Action Field Sync card, click Sync.

  4. 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.

NOTE

To learn more about how people and activity data syncs between Sales Insight Actions, Marketo, and Salesforce, click here.

Invite Individual Users to MSI Actions

  1. In your Marketo Sales account, click the gear icon and select Settings.

  2. Under Admin Settings, select User Management.

  3. Click Actions and select Invite Users.

  4. Enter the email address(es) and click Invite.

NOTE

By default, all new members will be added to the Everyone team.

You’ll receive a confirmation message.

Invite Users via CSV to MSI Actions

  1. In your Marketo Sales account, click the gear icon and select Settings.

  2. Under Admin Settings, select User Management.

  3. Click Actions and select Invite Users via CSV.

  4. Browse for the CSV on your computer, select it, and click Next.

  5. Confirm that the fields are mapped properly and click Invite.

You’ll receive a confirmation message once the invites are sent.

NOTE

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.

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