Sales Insights work for Person Accounts

Sales Insights work for Person Accounts

I would like Sales Insights to work with Person Account records in SFDC.
My sales reps would like to be able to utilize the Action Buttons from the SFDC Person Account record; Send Marketo emails, Add to Watch List, Add to a Marketo Campaign and View in Market. 
4 Comments
Anonymous
Not applicable

Not having this functionality is a critical flaw in MSI and needs to be addressed ASAP. A person account is no less important to communicate with than a contact in SFDC and this is a must for any business that is both B2B and B2C. How do we get this fixed?

kh-lschutte
Community Manager
Status changed to: Open Ideas
 
kh-lschutte
Community Manager
Status changed to: Open Ideas
 
Veronica_Lazar1
Level 2 - Champion

Adding to this (old) thread on getting MSI for Person Accounts on par with MSI - SFDC Contact functionality. Our team is using MSI for leads and the experience there is great, however, as soon as the lead gets converted we are losing functionality. So far, we have identified the missing bits by hit and miss:

- Stars and flames do not display correctly 

- Interesting Moments, scoring activities are lost (not displayed in MSI) after lead conversion

-View in Marketo action is not available for Person Accounts


It would also be helpful to have some documentation to advise customers on missing functionality if they decide to go with an SFDC Person Account setup.