Enabling Marketo Sales Insight on Salesforce Lightning

A document by 1507095077414__vishals@grazitti.com on behalf of Miles Ybaben on Jul 12, 2017Last modified by Vishal Sharma on Jun 26, 2018
Version 6Show Document
  • View in full screen mode

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 Insight will automatically work within Lightning without additional install steps.

 

You will find MSI within the Record Details on Leads, Contacts and Accounts.

 

If you are trying to edit a visualforce page to place MSI on another page layout other than Details, you will not have success. MSI is not customizable. It will only appear in the Details section within Lightning.


Is this article helpful ?

YesNo


Attachments

    Outcomes