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Embed Opportunity Influence Analyzer into Salesforce

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Anonymous
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Embed Opportunity Influence Analyzer into Salesforce

Hi,

At my last company I was able to embed the opportunity influence analyzer in to Salesforce opportunity object.

Does anyone recall how to do that? I can't seem to find the instructions.

Thank you!

Noelle

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Re: Embed Opportunity Influence Analyzer into Salesforce

Hi Noelle,

You need to add it to the page layout of the opportunity in SFDC. It is an opportunity field called "Marketo Opportunity Analysis". It is part of the Marketo Sales Insight package that needs to be installed.

It will look like this to the user:
pastedImage_1.png

-Greg

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Re: Embed Opportunity Influence Analyzer into Salesforce

Hi Noelle,

You need to add it to the page layout of the opportunity in SFDC. It is an opportunity field called "Marketo Opportunity Analysis". It is part of the Marketo Sales Insight package that needs to be installed.

It will look like this to the user:
pastedImage_1.png

-Greg

View solution in original post