Lead - Includes the option to click on hyper “Go to Full List”, you will be sent to a new tab in Salesforce where the MSI panel will be visible in a full page layout
Lead Full List - Does not include “Go to Full List” option
Lead Mobile - Visible in Salesforce mobile application
Lead Contact Bridge - Displays MSI panel of the contact you have added in the MSI Contact ID field
Fields:
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
Relative Score
Relative Score Value
Urgency
Urgency Value
View in Marketo - Click on this field to open a non-editable view of the lead in Marketo. Includes: Lead Info, Company Info, SFDC Lead Info, SFDC Custom Fields, Activity Log
MSI Contact Id - Add a Salesforce contact to this field and include “Lead Contact Bridge” panel in the lead layout to see the MSI panel of the contact
Contact Layout
Visualforce pages:
Contact - Includes option to click on hyper “Go to Full List,” you will be sent to a new tab in Salesforce where the MSI panel will be visible in a full page layout
Contact Full List - Does not include “Go to Full List” option
Contact Mobile - Visible in Salesforce mobile application
Add to Marketo Campaign ContactPage - Add to Marketo Campaign feature is available within this panel
Fields:
Last Interesting Moment
Last Interesting Moment Date
Last Interesting Moment Desc
Last Interesting Moment Source
Last Interesting Moment Type
Last Marketo Activity by Sales
Relative Score
Relative Score Value
Urgency
Urgency Value
View in Marketo - Click on this field to open a non-editable view of the lead in Marketo. Includes: Lead Info, Company Info, SFDC Lead Info, SFDC Custom Fields, Activity Log
Mkto Lead Score
Sales Insight - Opens contact full list page
Account Layout
Visualforce pages:
Account - Includes option to click on hyper “Go to Full List”, you will be sent to a new tab in Salesforce where the MSI panel will be visible in a full page layout
Account Full List - Does not include “Go to Full List” option
Account Mobile - Visible in Salesforce mobile application
Fields:
Sales Insight - Opens contact full list page
Actions:
Add to Marketo Campaign
Send Marketo Email
Add/Remove from Watch List
The following features are not available in the Account Layout page:
Stars & Flames
Opportunity Layout
Visualforce pages:
Opportunity - Includes option to click on hyper “Go to Full List,” you will be sent to a new tab in Salesforce where the MSI panel will be visible in a full page layout
Opportunity Full List - Does not include “Go to Full List” option
Opportunity Mobile - Visible in Salesforce mobile application
Fields:
Sales Insight - Opens contact full list page
Marketo Opportunity Analysis – Opens Opportunity Influence Analyzer in Marketo
Actions:
Add to Marketo Campaign
Send Marketo Email
Add/Remove from Watch List
The following features are not available in the Opportunity Layout page:
Stars & Flames
Lead and Contact List view (Bulk Actions)
Salesforce Lightning: Add to Watchlist, Add to Marketo Campaign and Send Marketo Email bulk action buttons in Lead and Contact list view.
Salesforce Classic: Add to Watchlist, Add to Marketo Campaign, and Send Marketo Email bulk action buttons in Lead and Contact list view.
Marketo Tab
Best Bets
Includes ability to create and edit views. Ability to Hide Best Bets depending on configuration of “Default Hide” option in Marketo Configuration page
Columns - Name, Account, Last Interesting Moment, Status Header, Engagement (Stars & Flames), Hide
My Watch List
Includes ability to create and edit views
Columns - Name, Account, Last Interesting Moment, Status Header, Engagement (Stars & Flames), Remove
Web Activity
Includes ability to create and edit views, time frame filter functionality
Column - Page view, Name, Account, Last Visit
Anonymous Web Activity
Includes ability to create and edit views, time frame filter functionality
Columns - Page View, Company, Last Visit, Research (opens LinkedIn page of the company)
View the performance of emails sent through Salesforce, Microsoft Dynamics, or a Gmail or Outlook plug-in
MSI for Mobile
MSI features are supported in Salesforce mobile application
Language Support
Marketo Sales Insight is stored by language. So, if you want it to work for more than one language, you have to enter the credentials separately for each language.
NOTE
A contact/lead needs to be in the Default partition in order to be added to the Watchlist.
The MSI Salesforce package doesn’t support custom view with dependent fields.