Configuration for Existing Customers configuration-for-existing-customers
Please set up the following configuration in order to begin using the new Insights Dashboard.
Configure Sales Insight in Marketo configure-sales-insight-in-marketo
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Open a new tab in your browser to get the Marketo Sales Insights credentials from your Marketo account.
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Go to the Admin area.
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Click Sales Insight.
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Click View to populate Rest API credentials.
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You’ll see a confirmation pop-up. Click OK.
Configure Sales Insight in Salesforce configure-sales-insight-in-salesforce
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In Salesforce, click Setup.
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Search for and select Remote Site Settings.
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Click New Remote Site.
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Enter the Remote Site Name (it can be something like “MarketoRestAPI”), and the Remote Site URL (your API URL from Rest API Configuration panel in Marketo).
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Click Save.
You have now created remote site setting for Rest API.
Access Marketo Sales Insight access-marketo-sales-insight
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Copy the credentials from the Rest API panel in Marketo’s Sales Insight Admin page. Paste them in the Rest API section in Salesforce’s Sales Insight Configuration page.
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Enter the API Secret Key.
