Add to Watchlist - MSI

[Kim_Allen]

Hey!

Please correct me if I'm wrong - I thought that you could add any leads, contacts, or accounts to your watchlist in MSI. Currently it looks like I only have that option from the lead and contact records. I don't have an actions dropdown on the account level. Can you not add by account to your watchlist (to get everyone attached to a single account added at once)?

Thanks!

[Valerie_Armstro]

I'm not seeing it at the account level either in my SFDC instance. There is documentation that says that users are able to add accounts to their watch list, but a lot of the MSI documentation is extremely outdated.  Maybe the functionality no longer exists? 

[Kim_Allen]

Yeah, I was wondering if there's some special setting?

[Valerie_Armstro]

I believe I found it!  In SFDC
- Go into Setup > Customize > Accounts > Search Layouts
- Edit the Account List View
- Add the Marketo Button "Add to Watch List" and save.

If you scroll down through this documentation, it describes it under "Adding Buttons"
https://community.marketo.com/MarketoArticle?id=kA050000000Kyw9

[Kim_Allen]

So you need to be SFDC admin, right? I'll have to request this. Thanks, Val!