Create Sales Insight Views for All Users

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Create Sales Insight Views for All Users

It would be great if I could create views in Sales Insight from an administrative perspective so they can be viewed by all Salesforce users.  As it stands now, I can only create views for myself.  I would like to create a default set of views that everyone uses, as well as create custom views for specific users without having to login to their account.  This is something I can do with Salesforce views, but Sales Insight does not seem to allow it.

I would also like the ability to customize the columns shown in Sales Insight views.  I ended up creating reports as an alternative because the view functionality in Sales Insight is limited.

3 Comments
Anonymous
Not applicable
I agree. We ran into issues like this and were only able to get a sort of "work around" solution in place after a long call with Marketo. In our case our requirements were somewhat unique as we had/have SFDC's Account Teams activated which isn't supported in MSI, but not being able to transfere or share views between users really slowed us down.
Anonymous
Not applicable
Yes, I agree. We would like to create standard views for sales reps that we could just roll out and make public...just like how you can with Salesforce views. It's really hard to sit down one by one with the reps to make sure the views are created for their instance. Plus with many of our reps located remotely, it makes this very difficult. It would be great if Marketo Sales Insight Views worked just like SFDC views. Also, would be good if the operators worked like SFDC views. Seems like the operators in Sales Insight are more limited.
Community Manager
Status changed to: Open Ideas