Sales Insight Actions Configuration in Salesforce sales-insight-actions-configuration-in-salesforce


Add New Remote Site in Salesforce add-new-remote-site-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 “MarketoSalesInsight1”). Enter the Remote Site URL and click Save.

  5. Click New Remote Site again.

  6. Enter the Remote Site Name (it can be something like “MarketoSalesInsight2”). Enter Remote Site URL and click Save.

Enabling Sales Insight Actions across the CRM enabling-sales-insight-actions-across-the-crm

  1. In Salesforce, click the Marketo Sales Insight Config tab.

    note note
    If you don’t see “Marketo Sales Insight Config” in your top bar, click the + sign and find it under All Tabs.
  2. Select the Enable MSI Actions checkbox.

  3. Enter the API Secret Key.

    note note
    If you don’t have your API Secrey Key handy, you can find it by following the steps in this article.
  4. Click Save when done.

This will automatically enable all MSI Actions features outlined in the feature overview article.

You can disable all MSI Actions features by simply unchecking the “Enable MSI Actions” checkbox.

MSI-Actions Governance msi-actions-governance

  1. You can disable Sales Campaigns and/or the Task tab in the upcoming section. This will be applicable to lead, contact, account, and opportunity panels.

  2. You can disable MSI Actions by unchecking corresponding features under Actions settings.

Governance settings are applicable to all MSI users.