MSI Feature Overview

Last update: May 28, 2024

MSI has the following features available in Salesforce Lightning and Classic.

NOTE
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Visualforce Panel

MSI Visualforce Panel includes the following functionalities:

  • Tabs

  • Actions

    • Add to Marketo Campaign
    • Send Marketo Email
    • Add/Remove from Watch List

  • Stars & Flames

Lead Layout

Visualforce pages:

  • Lead - Includes the option to click on hyper “Go to Full List”, you will be sent to a new tab in Salesforce where the MSI panel will be visible in a full page layout
  • Lead Full List - Does not include “Go to Full List” option
  • Lead Mobile - Visible in Salesforce mobile application
  • Lead Contact Bridge - Displays MSI panel of the contact you have added in the MSI Contact ID field

Fields:

  • Last Interesting Moment
  • Last Interesting Moment Date
  • Last Interesting Moment Desc
  • Last Interesting Moment Source
  • Last Interesting Moment Type
  • Last Marketo Activity by Sales
  • Last Marketo Engagement by Sales
  • Relative Score
  • Relative Score Value
  • Urgency
  • Urgency Value
  • View in Marketo - Click on this field to open a non-editable view of the lead in Marketo. Includes: Lead Info, Company Info, SFDC Lead Info, SFDC Custom Fields, Activity Log
  • MSI Contact Id - Add a Salesforce contact to this field and include “Lead Contact Bridge” panel in the lead layout to see the MSI panel of the contact

Contact Layout

Visualforce pages:

  • Contact - Includes option to click on hyper “Go to Full List,” you will be sent to a new tab in Salesforce where the MSI panel will be visible in a full page layout
  • Contact Full List - Does not include “Go to Full List” option
  • Contact Mobile - Visible in Salesforce mobile application
  • Add to Marketo Campaign ContactPage - Add to Marketo Campaign feature is available within this panel

Fields:

  • Last Interesting Moment
  • Last Interesting Moment Date
  • Last Interesting Moment Desc
  • Last Interesting Moment Source
  • Last Interesting Moment Type
  • Last Marketo Activity by Sales
  • Relative Score
  • Relative Score Value
  • Urgency
  • Urgency Value
  • View in Marketo - Click on this field to open a non-editable view of the lead in Marketo. Includes: Lead Info, Company Info, SFDC Lead Info, SFDC Custom Fields, Activity Log
  • Mkto Lead Score
  • Sales Insight - Opens contact full list page

Account Layout

Visualforce pages:

  • Account - Includes option to click on hyper “Go to Full List”, you will be sent to a new tab in Salesforce where the MSI panel will be visible in a full page layout
  • Account Full List - Does not include “Go to Full List” option
  • Account Mobile - Visible in Salesforce mobile application

Fields:

  • Sales Insight - Opens contact full list page

Actions:

  • Add to Marketo Campaign
  • Send Marketo Email
  • Add/Remove from Watch List

The following features are not available in the Account Layout page:

  • Stars & Flames

Opportunity Layout

Visualforce pages:

  • Opportunity - Includes option to click on hyper “Go to Full List,” you will be sent to a new tab in Salesforce where the MSI panel will be visible in a full page layout
  • Opportunity Full List - Does not include “Go to Full List” option
  • Opportunity Mobile - Visible in Salesforce mobile application

Fields:

  • Sales Insight - Opens contact full list page
  • Marketo Opportunity Analysis – Opens Opportunity Influence Analyzer in Marketo

Actions:

  • Add to Marketo Campaign
  • Send Marketo Email
  • Add/Remove from Watch List

The following features are not available in the Opportunity Layout page:

  • Stars & Flames

Lead and Contact List view (Bulk Actions)

Salesforce Lightning: Add to Watchlist, Add to Marketo Campaign and Send Marketo Email bulk action buttons in Lead and Contact list view.

Salesforce Classic: Add to Watchlist, Add to Marketo Campaign, and Send Marketo Email bulk action buttons in Lead and Contact list view.

Marketo Tab

  • Best Bets

    • Includes ability to create and edit views. Ability to Hide Best Bets depending on configuration of “Default Hide” option in Marketo Configuration page
    • Columns - Name, Account, Last Interesting Moment, Status Header, Engagement (Stars & Flames), Hide

  • My Watch List

    • Includes ability to create and edit views
    • Columns - Name, Account, Last Interesting Moment, Status Header, Engagement (Stars & Flames), Remove

  • Web Activity

    • Includes ability to create and edit views, time frame filter functionality
    • Column - Page view, Name, Account, Last Visit

  • Anonymous Web Activity

    • Includes ability to create and edit views, time frame filter functionality
    • Columns - Page View, Company, Last Visit, Research (opens LinkedIn page of the company)

  • My Email

    • Includes ability to create and edit views
    • Columns - Name, Account, Subject, Date, Open, Click

  • Lead feed - Includes ability to subscribe to interesting moments, RSS feed on Configuration page must be enabled to use this feature

    • Lead/Contact who had this interesting moment
    • Interesting Moment type (web, email, or milestone) and description
    • Account Name
    • Time this interesting moment occurred
    • Subscribe option to receive email notification for this type of event
    • High priority icon to show this person is a Best Bet