Add Sales Insight Access to Profiles add-sales-insight-access-to-profiles
Here’s how to create a profile with access to Sales Insight while removing access for your other profiles. This is for users who have already installed the Sales Insight AppExchange package.
Create a New Profile for Sales Insight create-a-new-profile-for-sales-insight
If you have a dedicated profile for your Sales Insight users, you can skip this step.
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In Salesforce, go to the Setup page.
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Search for profiles in Quick Find and select the Profile option.
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Click the New Profile button at the top of the page.
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Pick a profile to clone and give it a name (ex: Sales Insight User).
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Click Save when done.
Add Sales Insight Permissions add-sales-insight-permissions
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Go back to your Profiles list.
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Click the Edit link for the new profile you just created (or any other existing profile you’d like to give Sales Insight Access to).
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On the edit page, you’ll need to change a few settings.
For profiles that are allowed access Sales Insight:
- In Tab Settings, change the Marketo tabs to Default On
- In Custom Object Permissions, check Read, Create, Edit, and Delete on Marketo Sales Insight Config (if the user should have access to the config settings - typically used for Admins)
For profiles that are not allowed access to Sales Insight:
- In Tab Settings, change the Marketo tabs to Tab Hidden
- In Custom Object Permissions, uncheck Read, Create, Edit, and Delete on Marketo Sales Insight Config
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Click Save when done.
Create Layout for Sales Insight create-layout-for-sales-insight
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Go to the Setup page, then click App Setup > Customize > Leads > Page Layouts. Then click the New button.
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Clone your layout of choice and give the layout an appropriate name (ex: Sales Insight Layout).
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Click Save when done.
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Repeat these steps for your Contacts, Opportunities, and Accounts’ page layouts.
Assign Profile to Layout assign-profile-to-layout
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Go back to the Page Layouts section and click the Page Layout Assignment button.
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Select Edit Assignment.
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Select your Sales Insight profile from the list, then select your Sales insight layout from the “Select Page Layout” drop-down.
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Click Save when done.
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Repeat these steps for your Contacts, Opportunities, and Accounts’ page layouts.
Other Changes other-changes
Here are some other places where Sales Insight items could appear. You’ll have to remove them outright since you can’t use Profiles to limit their access:
- Remove Sales Insight buttons from Search Layouts for Contacts, Leads, and Accounts
- Remove Sales Insight columns from Contact and Lead lists