Sales Insight section not showing in the leads/contacts/accounts record.

Anonymous
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Sales Insight section not showing in the leads/contacts/accounts record.

Hi, We have Marketo Sales Insight installed poperly but  the Marketo Sales Insight sub-section is not showing in the leads/contacts/accounts record. When I go to page layout and try editing, it shows up. But not in the actual record. Am I missing a step here?
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3 REPLIES 3
Anonymous
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Re: Sales Insight section not showing in the leads/contacts/accounts record.

Hi Shruti,

The Sales Insight instructions need to be followed very precisely:
https://community.marketo.com/MarketoArticle?id=kA050000000Kyw9CAC

Is it not showing up for everyone (not even for the sys admin)? Or does it show for some and not for others?
Anonymous
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Re: Sales Insight section not showing in the leads/contacts/accounts record.

It was installed a couple of years ago and our SFDC support said it was installed properly. Its not showing up for anyone. I am the sys admin and I can't see it.
Anonymous
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Re: Sales Insight section not showing in the leads/contacts/accounts record.

Hi Cathal,

I just checked the link that you sent and went through the entire process rechecking to see if we have followed it. Looks like one step was missing - making edits in the visualforce page. Anyway, after changing that I am able to see the sales insight section in leads/contacts. Thanks for your help.

Shruti.