DocumentationAdobe Marketo Qualifier

CRM Connections

Last update: November 10, 2026

CREATED FOR:

  • Admin

Install the Adobe Marketo Qualifier CRM plugin so that representatives can use Marketo Sales Insights and AI-generated insights on Lead, Contact, and Account record pages without leaving Salesforce or Microsoft Dynamics 365. The plugin also provides a home view to prioritize leads in your CRM.

In Salesforce, representatives can also add prospects to Outbound Workflows or Marketo campaigns from lead and contact list views and individual record pages.

Before you begin

Make sure that the people who install and use the plugin have the required access:

  • Salesforce administrator: Permission to install packages and edit page layouts.
  • Microsoft Dynamics 365 administrator: Permission to import solutions into the target environment in Power Apps.
  • Representatives: Access to Marketo Qualifier and to the relevant CRM records.

Installing the plugin is separate from connecting your CRM to Marketo Qualifier.

Install in Salesforce

Install the package, then add its components to the record pages that representatives use.

  1. Open the Salesforce installation page and sign in to Salesforce as an administrator.

  2. On the package installation page, select Install for All Users, then select Install.

    You can still control individual users’ access through Salesforce permissions.

  3. When prompted to approve third-party access, select the approval checkbox and select Continue.

  4. When installation finishes, select Done.

    Installation takes a few minutes. Confirm that the package appears on the Installed Packages page.

  5. In Lightning App Builder, edit the Lead, Contact, and Account record pages and add the Marketo Qualifier components.

Add actions to list views

Configure Add to Outbound Workflow and Add to Marketo Campaign separately for Lead and Contact list views. Use the buttons included in the package to avoid duplicates.

  1. Go to Setup > Object Manager and select Lead or Contact.

  2. Open Buttons, Links, and Actions and locate the list buttons AMQ Add to Outbound Workflow and AMQ Add to Marketo Campaign.

  3. Open the object’s List View Button Layout and select Edit.

    Depending on your Salesforce setup, the list-view layout might be under Search Layouts > List View.

  4. Move both list buttons to Selected Buttons and save.

  5. Repeat for the other object.

Representatives select one or more records in a list view, then select the action.

Add actions to record pages

Record-page actions must be configured separately from list-view buttons. Add both actions to each Lead and Contact page layout in use.

  1. Go to Setup > Object Manager and select Lead or Contact.
  2. Open Buttons, Links, and Actions and locate the detail buttons AMQ Add to Outbound Workflow and AMQ Add to Marketo Campaign.
  3. Open Page Layouts and edit a layout assigned to your representatives.
  4. Add both detail buttons to Salesforce Mobile and Lightning Experience Actions and save.
  5. Repeat for each applicable layout and for the other object.

The actions appear in the record’s action bar or its menu and apply to the record being viewed.

NOTE
These actions work in desktop Salesforce Lightning Experience, not the Salesforce mobile app. The layout section named Salesforce Mobile and Lightning Experience Actions is also used for desktop actions.

Replace a missing button

If a packaged button is missing, create a replacement under the object’s Buttons, Links, and Actions.

  1. Select New Button or Link.

  2. Enter a label for the action, such as Add to Outbound Workflow or Add to Marketo Campaign.

  3. Choose List Button for a list view or Detail Page Button for a record page.

  4. Set Content Source to Visualforce Page and choose the package’s action page that matches the action, object, and placement.

    Lead list, Lead detail, Contact list, and Contact detail placements use different pages. Confirm that the selected page matches the placement you are configuring.

  5. For a list button, select Require Row Selection.

  6. Save the button and add it to the appropriate list-view button layout or record-page actions as described above.

Check Salesforce actions

After saving the layouts, confirm that both actions appear on Lead and Contact list views and record pages. Test each list action with selected records and each record-page action from an individual record.

If an action is not available or does not open, use these checks:

Issue
What to check
Button missing from a list view
Confirm that the list button is in Selected Buttons on the correct object’s List View Button Layout, and save the layout.
Button missing from a record page
Confirm that the detail button is in Salesforce Mobile and Lightning Experience Actions on the layout assigned to the user. If your organization uses Dynamic Actions, also check the record page’s action visibility.
Expected page option unavailable when creating a button
Check that the display type is List Button for a list view or Detail Page Button for a record page.
Action does not open or shows an access error
Confirm that the user has access to Marketo Qualifier and to the selected records.

Install in Microsoft Dynamics 365

Import the plugin package into the environment where your representatives work.

  1. Open the Microsoft Dynamics 365 installation page and download the package ZIP file.
  2. Sign in to Power Apps as an administrator and select the target environment.
  3. Open Solutions and select Import solution.
  4. Select Browse, choose the downloaded ZIP file, and select Next.
  5. Review the package details and select Next.
  6. Keep the prefilled environment variable value and select Import.
  7. Wait for the confirmation message at the top of the page that the solution was imported successfully.

The import takes a few minutes.

Related Articles
recommendation-more-help
marketo-qualifier-help