Add to Watchlist - MSI

Kim_Allen
Level 10

Add to Watchlist - MSI

Hey!

Please correct me if I'm wrong - I thought that you could add any leads, contacts, or accounts to your watchlist in MSI. Currently it looks like I only have that option from the lead and contact records. I don't have an actions dropdown on the account level. Can you not add by account to your watchlist (to get everyone attached to a single account added at once)?

Thanks!
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4 REPLIES 4
Valerie_Armstro
Level 10 - Champion Alumni

Re: Add to Watchlist - MSI

I'm not seeing it at the account level either in my SFDC instance. There is documentation that says that users are able to add accounts to their watch list, but a lot of the MSI documentation is extremely outdated.  Maybe the functionality no longer exists? 
Kim_Allen
Level 10

Re: Add to Watchlist - MSI

Yeah, I was wondering if there's some special setting?
Valerie_Armstro
Level 10 - Champion Alumni

Re: Add to Watchlist - MSI

I believe I found it!  In SFDC
- Go into Setup > Customize > Accounts > Search Layouts
- Edit the Account List View
- Add the Marketo Button "Add to Watch List" and save.

If you scroll down through this documentation, it describes it under "Adding Buttons"
https://community.marketo.com/MarketoArticle?id=kA050000000Kyw9

Kim_Allen
Level 10

Re: Add to Watchlist - MSI

So you need to be SFDC admin, right? I'll have to request this. Thanks, Val!