Add Sales Insight Permission Set add-sales-insight-permission-set
Use the following steps to add access to Sales Insight features in Salesforce. Applicable to Salesforce Classic and Lightening
Overview overview
“Marketo App” permission is a part of the Sales Insight Salesforce package. It includes access to the below mentioned objects, apex classes, and visualforce pages. These are required to access all Sales Insight features.
Object Settings
- Apex Class Access: 159 Apex Classes that begin with “mkto_si”
- Visualforce Page Access: 64 Visualforce Pages that begin with “mkto_si”
- Custom Setting Definitions: mkto_si.Marketo Settings & mkto_si.User Preferences
Adding Marketo App Permission Set to Users adding-marketo-app-permission-set-to-users
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Log in to your Salesforce account.
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Click Setup.
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Under Administrator, click to unfurl Manage Users, then Users.
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Under All Users, select the user you want to provide access to, then click Permission Set Assignments.
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Click Edit Assignments.
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Select Marketo App Access from the available permission sets, then Add. Click Save.
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Now when you scroll down the User Detail page you will see “Marketo App Access” under Permission Set Assignments.
That’s it! You’ve successfully added Sales Insight access. Repeat the same steps for any other profile you’d like to add access for.