Configure Marketo Sales Insight in Salesforce Professional Edition

Here are the steps you need to take to configure Marketo Sales Insight in Salesforce Professional Edition. Let’s get started.

PREREQUISITES
NOTE

Admin Permissions Required

Configure Sales Insight in Marketo

  1. Open a new browser window to get the Marketo Sales Insight credentials from your Marketo account.

  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

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

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

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

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 “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.

Set up Marketo Sales Insight

  1. Log in to your Marketo instance and click Admin.

  2. Click Sales Insight.

  3. Click Edit API Configuration.

  4. Enter an API Secret Key and click Save.

    CAUTION

    Don’t use an ampersand (&) in your API Secret Key.

    TIP

    Keep this window open. You will need this information later in Salesforce.

  5. Go back to Salesforce, click Setup.

  6. Search for “remote site” and click Remote Site Setting under Security Controls.

  7. Click New Remote Site.

  8. Enter Remote Site Name and Remote Site URL, then click Save.

    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 4.

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.

    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 Engagement label into the Marketo Sales Insight layout.

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

Engagement

Relative Score Value

Urgency Value

Last Interesting Moment Date

Last Interesting Moment Desc

Last Interesting Moment Source

Last Interesting Moment Type

  1. lick Save when finished.

  2. Repeat this process to add Visualforce page sections and Sales Insight fields for Contact, Account and Opportunity.

  3. Repeat steps 5-7 to add Visualforce page sections for Contact, Account, and Opportunity. Then, repeat steps 8-10 to add Sales Insight fields for Contact. Be sure to save after 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

  1. Click Save when you’re done.

Marketo Sales Insight Config

  1. Click + and then select Marketo Sales Insight Config.

  2. Check Enable Marketo API. Then fill in the API Configuration info in Marketo Admin. Click Save Changes when you are done.

    NOTE

    If the diagnostics test failed, you might need to add more fields to your page layout.

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

NOTE

For accounts, Sales Insight will include all emails, but only the most recent interesting moments, web activity, and score changes.

Access Marketo Sales Insight

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

  2. Select the Enable Marketo API checkbox.

  3. 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.

  4. 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.

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