Install Marketo Sales Insight Package in Salesforce AppExchange

Last update: 2023-07-21

You need to install the Marketo Sales Insight app in your Salesforce subscription before you can enjoy all the goodness Sales Insight provides. Here’s how.

NOTE

Admin Permissions Required

NOTE

Marketo Sales Insight is compatible with Salesforce Platform (Shield) Encryption.

  1. Go to the AppExchange page for Marketo Sales Insight and click Get it Now.

  2. Click Log in to the AppExchange button and log in with your Salesforce credentials.

  3. Enter your connected Salesforce account log-in and click Install in Production.

    TIP

    If you want to test it out in your sandbox first, choose Install in Sandbox.

  4. Read and accept the terms and conditions, then click Confirm and Install.

  5. You can choose to “Install for Admins Only” (and provide MSI access to specific profiles later), “Install for All Users,” or, “Install for Specific Profiles.”

  6. You might see the following message once you start installation process. You will receive an email once the installation is complete. Click Done to dismiss.

  7. Verify that Marketo Sales Insight is in the Installed Packages.

  8. Click Setup next to your name.

  9. Search for “objects”, then click Objects under Create.

  10. Double-check that Deployed is checked for all of Marketo Sales Insight items.

  11. If an object is not deployed, click Edit next to the item.

  12. Under Deployment Status section, select Deployed, and click Save.

Great job! Now you’ve installed and deployed Marketo Sales Insight. Go ahead and configure it for your sales team and watch the sales skyrocket.

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