Configure Marketo Sales Insight in Salesforce Professional Edition configure-marketo-sales-insight-in-salesforce-professional-edition

Configure Marketo Sales Insight in Salesforce Professional Edition by completing the following steps.

PREREQUISITES
NOTE
Admin permissions are required.

Configure Sales Insight in Marketo Engage configure-sales-insight-in-marketo

  1. To get the Marketo Sales Insight credentials from your Marketo account, open a new browser window.

  2. Go to the Admin area and select Sales Insight.

  3. Click Edit API Configuration.

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

    note note
    NOTE
    Your API secret key is like a password for your organization and should be secure.
  5. To populate the credentials, click View in the Rest API Configuration panel.

  6. When you see a confirmation dialog, click OK.

Configure Sales Insight in Salesforce configure-sales-insight-in-salesforce

  1. From 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 similar to MarketoSoapAPI). Enter Remote Site URL, which is your Marketo Host URL from the Soap API Configuration panel in Marketo Engage. 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 “MarketoRestAPI”). 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.

Grant Sales Insight users profile access to standard Salesforce objects grant-sales-insight-users-profile-access

Due to Salesforce security enhancements, AppExchange packages can no longer grant permission to standard objects, and access must be granted to the relevant Salesforce objects from the Salesforce user’s profile. Grant the required permissions by following these steps.

  1. Click Setup.

  2. Search “Profiles” in Quick find.

  3. Click Edit next to the profile that your Salesforce users are using.

  4. Under the Standard Object Permission section, enable Read access for the following objects: Lead, Contact, Account, and Opportunity.

  5. Click Save.

Customize page layouts 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.

    note tip
    TIP
    The name of this box changes based on the object type. For example, if you are modifying the page layout for Contacts, it displays Contact.
  6. Double-click the Lead block that you just added.

  7. Edit height to 450 pixels and click OK.

    note note
    NOTE
    Check Show scrollbars if you need access to scroll-through activities.
    note tip
    TIP
    The recommended height for the Accounts and Opportunities objects is 410 pixels.
  8. Click Fields on the left. Then search and drag the Engagement label into the Marketo Sales Insight layout.

  9. Repeat the preceding step for the following fields:

    • Engagement
    • Relative Score Value
    • Urgency Value
    • Last Interesting Moment Date
    • Last Interesting Moment Desc
    • Last Interesting Moment Source
    • Last Interesting Moment Type
  10. Click Save when finished.

  11. To add Visualforce page sections for Contact, Account, and Opportunity, repeat steps 5-7.

  12. Repeat steps 8-10 to add Sales Insight fields for Contact. Be sure to save after any changes.

Map custom person fields map-custom-person-fields

Marketo person fields must be mapped to Salesforce contact fields to ensure that the conversion works properly. Follow these steps to map them.

  1. Click Setup.

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

  3. Click Map Lead Fields.

  4. Click the dropdown on the right for Engagement.

  5. Select Contact.Engagement in the list.

  6. Repeat and map these fields also.

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 layout-auto
    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. When you are done, click Save.

Marketo Sales Insight configuration tab marketo-sales-insight-configuration-tab

  1. From 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.

You should be able to see the Marketo Sales Insight fields for Leads, Contacts, Accounts, and Opportunities.

NOTE
If the diagnostics test failed, adding more fields to your page layout might fix the issue.
NOTE
For accounts, Sales Insight includes all emails, but only the most recent interesting moments, web activity, and score changes.
recommendation-more-help
94ec3174-1d6c-4f51-822d-5424bedeecac