Log in to follow, share, and participate in this community. Issue Description Your business has begun using Salesforce Lightning and you are wondering if there are specific steps or extra requirements for enabling MSI within Lightning. Issue Resolution Marketo Sales In... Issue Description Describes the difference between emails sent with the Sales Insight plugin for Outlook/Gmail and the emails sent using Sales Insight in Salesforce Issue Resolution While Sales Insight for Ou... Issue Description Can I use Marketo Sales Insight Outlook plugin with Office 365? Issue Resolution The Marketo Sales Insight Outlook plugin is currently not supported for Office 365 Web Application. The Outlook vers... If you tried to Verify the Setup and Configuration of Marketo Sales Insight via the Sales Insight tab in the Admin section of Marketo Lead Management, and the MSI Status wasConfiguration Problem, a configuration error... What change is being made?
Why is this changing?
What action is required?
What change is being made? Marketo Sales Connect/Toutapp will no longer be supporting our legacy .Net Add-In for Outlook, as... Issue Description You have installed the Sales Insight Package in MS Dynamics, but Sales Insight does not show on custom Forms. Issue Resolution The Sales Insight solution will be installed on the default L... Included in this article
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U... Issue Description In Salesforce on the account level for Marketo Sales Insight, it does not show all the activities of the associated contacts. Issue Resolution Marketo Sales Insight only shows certain activi... Sometimes you need to give your sales team access to the powerful insight Sales Insight gives into Marketo but would rather some users not be able to take some actions such as sending Marketo Emails or trigger Marketo... Issue: We use Google Mail with Microsoft Outlook and the Marketo Sales Insight Outlook-Add In is not working. Solution: Open Microsoft Outlook Click on Tools > Options > Email Options > Advanced Emai... Issue Description Some processes on your computer, such as security features in Windows or regular Microsoft Outlook updates, can disable add-ins that you installed in Outlook, such as the Marketo Sales Insight add-in... When Marketing Suspended is checked in a lead's record, it will prevent any email from being sent by Marketo including the emails sent from Marketo Sales Insight. Outlook emails however, are not sent via Mark... Issue Description Interesting Moments for a specific Marketo record are not showing up in SFDC Sales Insight for the record with the same email. Issue Resolution The most common cause for this is that the r... Issue Description Admin > Sales Insight > Licensed Seats displays the number of seats used in the last 30 days. How is this calculated? Issue Resolution The number of seats used is calculated by t... Issue Description Activity History in Saleforce shows this message: [Email details are being uploaded from Marketo...please check back later] when emails are sent out from the Marketo Outlook Plugin. Issue Res... Issue Description "Relative Score" and "Relative Urgency" values are not automatically updating in Marketo and CRM even when scores have changed on records. Issue Resolution Resolve any configuration errors s... Issue Description Email filtering can prevent the delivery of the invitation email to the Sales Insight Outlook Plug-in, preventing end users from being able to activate the plug-in. Issue Resolution This can... The Marketo Sales Insight for Sales Training Package is designed to enable the Sales team to use Marketo Sales Insight quickly. During the live in-person or live-virtual training sessions, a Marketo expert will teach... Issue Description When sending an email from Sales Insight it looks as though it has been sent as expected, but the person to whom the email was addressed never received the message, nor can it be found via the Was Se... The Marketo users at your organization have created several special campaigns for your leads and contacts. Typical examples include sending someone a whitepaper about a new product or mailing a series of nurturi...