Salesforce Profile Requirements for Sales Insight End Users

Anonymous
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Salesforce Profile Requirements for Sales Insight End Users

I am interested in knowing what the minimum object requirements in Salesforce are for an end-user of the Sales Insight app for salesforce. The Marketo documentation (that I can find) does not have this information.

Can anyone tell me what the minimum Read/Create/Update/Delete permissions should be for these custom objects in the Salesforce profile of a typical end-user? Note that this is NOT the profile of the admin user Marketo syncs with. This question is only about the sales end user and the minimum permissions required inside of Salesforce. 

The Custom Objects are:
  • Best Bets View
  • Best Bets View Detail
  • BestBetsCache
  • EmailActivityCache
  • GetMethodArgu
  • GroupedWebActivityCache
  • InterestingMomentsCache
  • Marketo Sales Insight Config
  • ScoringCache
  • Value
  • WebActivityCache
Thanks in advance.

Tags (1)
4 REPLIES 4

Re: Salesforce Profile Requirements for Sales Insight End Users

I don't know the exact answer, but there should be no need to change any of these permissions after a default install of Sales Insight. 
Anonymous
Not applicable

Re: Salesforce Profile Requirements for Sales Insight End Users

Understood, but it's something Marketo should document for us Admins that like our Salesforce orgs in order (I am one, but there are lots). I logged a case.

Re: Salesforce Profile Requirements for Sales Insight End Users

I'm looking for this exact thing - did Marketo support provide any insights?

Re: Salesforce Profile Requirements for Sales Insight End Users

I need answer to the exact same question. Please help! The strange thing is that the salesforce profile that is using MSI has no access to these objects, but MSI seems to be working fine for the users in that profile. 

Best Bets View - read
Best Bets View Detail - no access
BestBetsCache - no access
EmailActivityCache - no access
GetMethodArgu - no access
GroupedWebActivityCache - no access
InterestingMomentsCache - no access
Marketo Sales Insight Config - no access
ScoringCache - no access
Value - no access
WebActivityCache - no access