Page Layout Instructions page-layout-instructions
To easily see Marketo Measure data, it’s recommended to update Page Layouts for the Account, Contact, Lead, Opportunity, and Campaign Objects. The instructions are broken out for each Object Page Layout below.
To begin, first navigate to your Salesforce Setup settings and locate the Customize tab.
Campaign Object campaign-object
It is recommended that you add the Marketo Measure fields to your SFDC Campaign for only your sandbox. The fields can be used to test touchpoint generation. In production, it is recommended only adding the Marketo Measure Bulk Update Touchpoint Date button. It is not recommended adding the Marketo Measure fields to production since you can create Campaign Sync rule.
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Within your Build option, select Campaigns.
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Click Page Layouts.
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Click Edit next to the page layout that you want to update.
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Within the fields option, select the Enable Buyer Touchpoints field and drag it wherever you would like on the page. Next, add the Touchpoint Start Date and Touchpoint End Date fields.
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Next, at the top of the page click the “Buttons” option within the quick find menu.
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Drag the Bulk Update Touchpoint Date button to your custom buttons section.
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Click Save.
note note NOTE If you are using multiple Campaign record types, you must update the picklist values for the Enable Buyer Touchpoints field. Refer to this article for instructions.
Leads leads
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Within your Build option, select Leads.
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Click Page Layouts.
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Click Edit next to the page layout that you want to update. Keep in mind that multiple page layouts can contain the Buyer Touchpoints sections.
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Click the VisualForce page option on the left within your quick find menu.
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Create a section and name it “Buyer Touchpoints.”
note note NOTE Select the “one column” format for each of these sections. -
Drag the Marketo Measure Lead Related List VisualForce page into your page layout section.
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Click the wrench within the VisualForce page and change the height to 100 and enable scrollbars.
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Back in the menu, select the Canvas Apps section and create a section called “Marketo Measure Insights” beneath the Touchpoints VisualForce section you created.
note note NOTE Select the “one column” format for each of these sections. -
Drag the Marketo Measure Insights Canvas App into that newly created section. Click Save. Sometimes it’s necessary to save the page layout first before dropping in the Canvas App because Salesforce doesn’t instantly recognize it. So after creating the section, save the page layout and then re-edit to drag the canvas app within that section. This applies to every object.
note note NOTE For the Marketo Measure Insights Canvas App to function properly, permissions must be configured properly. note tip TIP Most customers don’t use the fields that end with (FT) or (LC) because they’re legacy fields from before the Marketo Measure Touchpoint existed as an object.
If you are using the Marketo Measure ABM feature, click here for additional page layout instructions.
Contacts contacts
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Within your Build option, select Contacts.
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Click Page Layouts.
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Select the Page Layout that you’d like to edit.
Go to the Related Lists option within the quick find menu and add the Buyer Touchpoints related list.
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Click the wrench icon and add the following columns in this order:
- Buyer Touchpoint
- Marketing Channel
- Touchpoint Source
- Ad Campaign Name
- Touchpoint Position
- Touchpoint Date
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Sort By: Touchpoint Date, Ascending.
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Expand the Buttons option and deselect New.
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Go back to the Related List option in the menu and now add the Buyer Attribution Touchpoint related list.
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Click the wrench icon and add the following columns in this order:
- Attribution Touchpoint
- Marketing Channel
- Opportunity
- Ad Campaign Name
- Touchpoint Type
- Touchpoint Position
- Attribution % W-Shaped (or most robust attribution model such as Full Path or Custom)
- Revenue W-Shaped (or most robust attribution model such as Full Path or Custom)
- Touchpoint Date
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Sort by Touchpoint Date > Ascending.
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Expand the Buttons section and deselect New.
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Click Save.
Opportunities opportunities
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Within your Build option, select Opportunities.
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Click Page Layouts.
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Select the Page Layout that you’d like to edit.
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Add the Buyer Attribution Touchpoint Related List and click the wrench to add the following columns for Opportunities:
- Attribution Touchpoint
- Marketing Channel
- Contact
- Ad Campaign Name
- Touchpoint Type
- Touchpoint Position
- Attribution % W-Shaped (or most robust attribution model such as Full Path or Custom)
- Revenue W-Shaped (or most robust attribution model such as Full Path or Custom)
- Touchpoint Date
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Sort by Touchpoint Date > Ascending.
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Deselect New within the Buttons section.
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Click Save.
Accounts accounts
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Within your Build option, select Accounts.
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Click Page Layouts.
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Select the Page Layout that you’d like to edit.
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Add the Buyer Attribution Touchpoint Related List and click the wrench to add the following columns:
- Attribution Touchpoint
- Marketing Channel
- Opportunity
- Ad Campaign Name
- Touchpoint Type
- Touchpoint Position
- Attribution % W-Shaped (or most robust attribution model such as Full Path or Custom)
- Revenue W-Shaped (or most robust attribution model such as Full Path or Custom)
- Touchpoint Date
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Sort by Touchpoint Date > Ascending.
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Deselect New within the Buttons section.
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Click Save.
If you are using the Marketo Measure ABM feature, review the additional page layout instructions.