Sales Insights package did not install "Priority" field in Salesforce

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Level 1

Sales Insights package did not install "Priority" field in Salesforce

I've installed the Sales Insight package in a sandbox, but the "Priority" field is missing from Lead/Contact objects.

 

Am I supposed to just go ahead and create these fields myself? That seems ridiculous. 

 

The only thing in the package that has "priority" in the name is a field on the custom BestBetsCache object.

4 REPLIES 4
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Re: Sales Insights package did not install "Priority" field in Salesforce

Check this document out. I am sure this would help you. Let us know if you need more help! 🙂

 

Best,
Darshil
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Level 2

Re: Sales Insights package did not install "Priority" field in Salesforce

In the document it says that the Priority field is required on the Lead and Contact object but they do not exist in Salesforce.  The original poster described the exact same issue I am experiencing.

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Re: Sales Insights package did not install "Priority" field in Salesforce

Priority has to be configured as the Engagement field in the sfdc. So if you configure the Engagement field in the sfdc like you did for other fields it should resolve your issue. 

Marketo should update this in the doc to involve this point under the MSI - SFDC configuration setup doc.

Best,
Darshil
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Re: Sales Insights package did not install "Priority" field in Salesforce

Let us know if you face any issues in configuring the MSI. 🙂

 

Best,
Darshil