Add Sales Insight Permission Set

Last update: 2023-07-21

Use the following steps to add access to Sales Insight features in Salesforce. Applicable to Salesforce Classic and Lightening

PREREQUISITES

Update your Sales Insight Salesforce package to version 1.8000 or higher to use this feature.

IMPORTANT

If you’ve previously given Sales Insight access to all profiles and/or implemented Sales Insight for all your users, you must remove profile level access to use this permission set.

Overview

“Marketo App” permission is a part of the Sales Insight Salesforce package. It includes access to the below mentioned objects, apex classes, and visualforce pages. These are required to access all Sales Insight features.

Object Settings

BestBetsCache Read, Create, Edit, Delete, View All, Modify All
Best Bets View Details Read, Create, Edit, Delete, View All, Modify All
Best Bets Views Read, Create, Edit, Delete, View All, Modify All
EmailActivityCache Read, Create, Edit, Delete, View All, Modify All
GetMethodArgus Read, Create, Edit, Delete, View All, Modify All
GroupedWebActivityCache Read, Create, Edit, Delete, View All, Modify All
InterestingMomentsCache Read, Create, Edit, Delete, View All, Modify All
Marketo Sales Insight Config Read, Create, Edit, Delete, View All, Modify All
ScoringCache Read, Create, Edit, Delete, View All, Modify All
Values Read, Create, Edit, Delete, View All, Modify All
WebActivityCache Read, Create, Edit, Delete, View All, Modify All
  • Apex Class Access: 159 Apex Classes that begin with “mkto_si”
  • Visualforce Page Access: 64 Visualforce Pages that begin with “mkto_si”
  • Custom Setting Definitions: mkto_si.Marketo Settings & mkto_si.User Preferences

Adding Marketo App Permission Set to Users

  1. Log in to your Salesforce account.

  2. Click Setup.

  3. Under Administrator, click to unfurl Manage Users, then Users.

  4. Under All Users, select the user you want to provide access to, then click Permission Set Assignments.

  5. Click Edit Assignments.

  6. Select Marketo App Access from the available permission sets, then Add. Click Save.

  7. Now when you scroll down the User Detail page you will see “Marketo App Access” under Permission Set Assignments.

NOTE

Users who don’t have access to Sales Insight will see this message: “You do not have sufficient privileges to access this tab.”

That’s it! You’ve successfully added Sales Insight access. Repeat the same steps for any other profile you’d like to add access for.

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