Adding drop-down to MSI layout?

Anonymous
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Adding drop-down to MSI layout?

Hi all - I've added the MSI visualforce page to my page layouts (contacts, leads, accounts) and I have my standard fields (e.g., last interesting moment) but I don't see the typical drop-down with actions (e.g., add to marketing campaign)? Does anyone know what step I missed in installation?

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Re: Adding drop-down to MSI layout?

Hi Christine,

The dropbox only appears in the MSI widget itself and only for leads and contacts, not for accounts nor opportunities:

pastedImage_0.png

-Greg

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Anonymous
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Re: Adding drop-down to MSI layout?

Hi Greg,

Makes sense. However, I don't see it in the MSI widget for leads or contacts either...

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Re: Adding drop-down to MSI layout?

This is weird.

Is your MSI fully configured (including the connection details in the Marketo Sales Insight Config tab in SFDC) ?

pastedImage_0.png

-Greg

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Anonymous
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Re: Adding drop-down to MSI layout?

Can you share a screenshot? That's very odd.

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Level 1

Re: Adding drop-down to MSI layout?

That's what happens when the lead or contact is present in Salesforce but not synced to Marketo. Check that Lead.mkto_si__MSIContactId__c is not null (or Contact.mkto_si__MSIContactId__c).