Re: Used to use a Marketo Sales Insight feature, can't find doc on it now

Anonymous
Not applicable

Used to use a Marketo Sales Insight feature, can't find doc on it now

I haven't been an administrator for quite some time now, so maybe this was discontinued and I didn't notice. There used to be a Marketo icon on lead and contact records a rep could click on and see the Marketo version of their lead record. I can't seem to find any information on how to install this and what it is to reference it to my current administrators. Any help?

1 REPLY 1
Devraj_Grewal
Level 10 - Champion Alumni

Re: Used to use a Marketo Sales Insight feature, can't find doc on it now

Christa,

Navigate to the lead or contact in SFDC and head to the Marketo Sales Insight widget. In the top right corner, you will see "Actions". Choose "View in Marketo" from the drop-down and click "Go!". This will bring up the Custom Layout by default but you can navigate to the other tabs as well.