Configure Marketo Sales Insight in Salesforce Enterprise/Unlimited

Here are the steps you need to take to configure Marketo Sales Insight in Salesforce Enterprise/Unlimited Editions. Let’s get started.

Configure Sales Insight in Marketo

1. Obtain your MSI credentials in Marketo. Go to the Admin area and select Sales Insight.

   

2. Click Edit API Configuration.

   

3. Enter an API Secret Key of your choosing and click Save. Do NOT use an ampersand (&) in your API Secret Key.

   

   NOTE

   Your API Secret Key is like a password for your organization and should be secure.

4. Click View in the Rest API Configuration panel to populate the credentials.

   

5. You will see a confirmation pop-up. Click OK.

   

   TIP

   Keep this window open. You’ll need this information later in Salesforce.

Configure Sales Insight in Salesforce

1. In Salesforce, click Setup.

   

2. Search for “remote site” and select Remote Site Settings.

   

3. Click New Remote Site.

   

4. Enter the Remote Site Name (it can be something like “MarketoSoapAPI”). Enter Remote Site URL, which is your Marketo Host URL from the Soap API Configuration panel in Marketo. Click Save. You have now created remote site settings for Soap API.

   

5. Click New Remote Site again.

   

6. Enter the Remote Site Name (it can be something like “MarketoAPI”). Enter Remote Site URL, which is your API URL from Rest API Configuration panel in Marketo. Click Save. You have now created remote site settings for Rest API.

   NOTE

   You choose your Remote Site Name (MarketoAPI is used here). The Remote Site URL can be found in the Marketo Host field of your Edit API Configuration dialog box from Step 3 in the “Configure Sales Insight in Marketo” section.

Customize Page Layouts

1. Click Setup.

   

2. Search for “page layout” and select the Page Layout under Leads.

   

3. Click Visualforce Pages on the left. Drag Section to the layout underneath Custom Links section.

   

4. Enter “Marketo Sales Insight” as the Section Name. Select 1-Column and click OK.

   

5. Drag and drop Lead into the new section.

   

   TIP

   The name of this box will change based on the object type. For example, if you are modifying the page layout for Contacts, it will say Contact.

6. Double-click on the Lead block that you just added.

   

7. Edit height to 450 pixels and click OK.

   

   NOTE

   Check Show scrollbars if you need access to scroll-through activities.

   TIP

   We recommend a height of 410 pixels for the Accounts and Opportunities objects.

8. Click on Fields on the left. Then search and drag the Urgency label into the Marketo Sales Insight layout.

   

9. Repeat the above step for these fields as well.

   Last Interesting Moment

   Last Interesting Moment Date

   Last Interesting Moment Desc

   Last Interesting Moment Source

   Last Interesting Moment Type

   Last Marketo Activity by Sales

   Last Marketo Engagement by Sales

   MSI Contact Id

   Relative Score

   Relative Score Value

   Urgency

   Urgency Value

   View in Marketo

10. Click Save when finished.

    

11. Repeat steps 5-7 to add Visualforce page sections and Sales Insight fields for Contact, Account and Opportunity.

12. Repeat steps 8-10 to add Sales Insight fields from the list below for Contact. Be sure to save any changes.

Map Custom Person Fields

Marketo person fields need to be mapped to Salesforce contact fields to ensure that the conversion works properly. Here’s how.

1. Click Setup.

   

2. Search for “fields” in the search bar and click Fields under Leads.

   

3. Click Map Lead Fields.

   

4. Click on the dropdown on the right for Engagement.

   

5. Select Contact.Engagement in the list.

   

6. Repeat and map these fields as well.

   Marketo Person Custom Field	Salesforce Contact Custom Field
   Engagement	Contact.Engagement
   Relative Score Value	Contact.Relative Score Value
   Urgency Value	Contact.Urgency Value
   Last Interesting Moment Date	Contact.Last Interesting Moment Date
   Last Interesting Moment Desc	Contact.Last Interesting Moment Desc
   Last Interesting Moment Source	Contact.Last Interesting Moment Source
   Last Interesting Moment Type	Contact.Last Interesting Moment Type

7. Click Save when you’re done.

Marketo Sales Insight Configuration Tab

1. In Salesforce, click the + at the end of the tab bar and click Marketo Sales Insight Config.

2. Copy the credentials from the Soap API panel in Marketo’s Sales Insight Admin page and paste them into the Soap API section of the Salesforce Sales Insight Configuration page.

3. Copy the credentials from the Rest API panel in Marketo’s Sales Insight Admin page and paste them into the Rest API section of the Salesforce Sales Insight Configuration page.

   

And that’s it! You should be able to see the Marketo Sales Insight fields for Leads, Contacts, Accounts and Opportunities.

Business.Adobe.com resources