How to add the Opportunity Influence Analyzer to your Salesforce Opportunities

Version 3

    Did you know your sales reps can access the Opportunity Influence Analyzer as well? If you have the analyzers provisioned in your Marketo subscription, you just need a Salesforce administrator to add the necessary field to your Opportunity page layout(s).

    NOTE: It may take up to 24 hours for changes to opportunities to be reflected in the analyzer.

     

    1. In Salesforce, go to Setup > Customize > Opportunities > Page Layouts, and click Edit next to the desired page layout.

     

    OpportunityInfluenceAnalyzer1.png

     

     

    2, Click Fields, and select the Marketo Opportunity Influence Analyzer field, drag it onto your page layout, and then save the layout.

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    3. When viewing an opportunity, you'll see the Marketo logo where this field is. It's a button. that takes you to the analyzer for that opportunity.

     

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    4. You're there! This URL uses a token parameter for security so your sales reps can access it. You can select which contacts under the account you want to contribute to the analyzer on the right side.

     

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