Sales Insight: Opportunity and Account

[Anonymous]

Our marketo sales insight feature is enabled and showing up in Salesforce as an embedded view on the leads and contacts but it is not showing up in the accounts and Opportunitites. I know that the webinar said it should show up as a mash up on the accounts and opportunities of all the contacts and leads. How do we enable this and is it through Salesforce or Marketo?

[Anonymous]

You accidentally submitted an Idea, rather than a Discussion item.  The answer is that you need to add the Sales Insight section to the Account and Opportunity page layouts in Salesforce.  See the Installing the Sales Insight App Exchange Package help article for how to do this.

[Anonymous]

I recently discussed this issue with Marketo support and was told it is a Salesforce issue. If the interesting moments are displaying on the Marketo lead record and in the SFDC lead/contact, it is SFDC's job to establish the connection between the Contact, Account, and Opportunity.

The last time I saw this issue in our SFDC, it resolved on its own inexplicably. I'd love to hear if you get any more detail from SFDC.