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How does Marketo Engage define a Sales Insight “Active User”? If a sales rep has interacted with the Sales Insight panel in the last 30 days, we consider him//her to be an active user once we remove duplicates user.  Every week, we look at our logs over the last 30 days for certain types of activities that a unique user would do within our Sales Insight panel. Here is the list of activities that are considered as product usage: Marketo tab: Clicking on Best Bets tab and the following actions within the tab Clicking on Edit & Create New View Clicking on “Hide” option Clicking on My Watch List tab and the following actions with the tab Clicking on Edit & Create New View Clicking on “Remove” option Clicking on Web Activity tab and the following actions with the tab Clicking on Edit & Create New View Choosing time frame option from drop down Clicking on Anonymous Web Activity tab and the following actions with the tab Clicking on Edit & Create New View Choosing time frame option from drop down Clicking on My Email tab and the following actions with the tab Clicking on Edit & Create New View Clicking on email link to preview email Clicking on Lead feed and the following actions with the tab Subscribe to an Interesting Moment from lead feed Visualforce panel on Contact/Lead/Account/Opportunity: Clicking on 4 tabs: Interesting Moment, Web Activity, Email, Score Clicking on “Full List” hyperlink at the bottom of the visual force page to access full list Marketo tab Top Nav (only on lead/contact) Choosing “Add/Remove to watch list” from actions drop down, clicking on “Go” button Choosing “Add to Marketo campaign” from actions drop down, clicking on “Go” button Choosing “Send Marketo email” from actions drop down, clicking on “Go” button Clicking on Interesting Moment tab and the following actions with the tab Clicking on “Subscribe” option Clicking on Web Activity tab and the following actions with the tab Clicking on Web page link Clicking on page/referrer link Clicking on Email tab and the following actions with the tab Clicking on email link to preview email When a sales user navigates to any CRM layout that has Sales Insight, the panel loads automatically. The loading of panel is not considered as actual usage. We only consider users who actively interact with the panel.    How does Marketo Engage determine how many Sales Insight (MSI) users I have? We generate a report that logs certain types of activities that an “active user” would do and then remove duplicate users. If there has been one or more of these activities in the last 30 days, we consider this to an individual active user   How do I pull a list of my Sales Insight users? Please reach out to your CSM. He/she will be able to provide your usage report for you.   How do I limit Sales Insight usage? You can monitor Sales Insight seats by creating a Sales Insight profile and assigning it to a Sales Insight Layout or to any existing layout you would like to use. Detailed instruction can be found here - https://docs.marketo.com/display/public/DOCS/Setting+up+Sales+Insight+for+your+Team   How do I start monitoring Sales Insight seats as an existing user? The next time you upgrade your package, rather than installing upgrade for all users you can install it only for admins or for specific profiles you’ve created for Sales Insight. Detailed instruction can be found here https://docs.marketo.com/display/public/DOCS/Upgrading+Your+MSI+Package   How do I determine which version of MSI we are on? In your Salesforce CRM. Click on Set Up > Search for “Installed Packages” in Quick Find search field > Look for “Marketo Sales Insight” under Package Name column > Look for corresponding version number under “Version Number” column  
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Marketo Users with  Marketo-MS Dynamics Integration may realize that they are not able to see the Marketo Sales Insight section on Lead/Contact Form in Dynamics after installing the Solution. In this scenario, we will consider that MSI is installed and published successfully. However, even with an Admin Role under their CRM instance, the User is unable to see its section on any Lead/Contact Form. TROUBLESHOOTING STEPS 1. Verify if MSI section is available on the Form Editor: 1.1  Open a record. 1.2  If there are multiple main forms for the entity, verify that the form is the one you want to edit. If it isn’t, use the form selector to choose the form you want to edit. 1.3  Click the More Commands button ( .... ) 1.4   Click Form Editor. You should expect the result below: As you can see the MSI section is available there. If NOT, please go back and re-publish the MSI plugin again as shown in our documentation (Install and Configure Marketo Sales Insight in Microsoft Dynamics Online - Marketo Docs - Product Docs - Step 10). But here, as I mentioned earlier everything is setup properly and running OK . So, what else could be the issue? 2. Check Assignment Roles: Note that due to security roles used in Microsoft Dynamics 365, even if a User is a member of a team with its own security privileges, he won’t be able to see some data. Go to : 2.1 Settings > Security. 2.2 Choose Users. 2.3 In the list, select the user or users that you want to assign a security role to. 2.4 Choose More Commands ( .... ) > Manage Roles. Only the security roles available for that user's business unit are displayed. 2.5 In the Manage User Roles dialog box, select the security role or roles you want for the user or users, and then choose OK . Let's us provide the User here with a Marketo Sales Insight Role . Click OK to save the change. 3. Result: The User should be able now to see the Marketo Sales Insight (MSI) section on Lead/Contact Form under their CRM account.
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One of the most common issues while setting up MSI is related to required Fields not configured in Salesforce. In this scenario, I will use the example below: In Salesforce (a) In Marketo (b) Required fields are not configured in Salesforce. Priority (Lead) Relative Score (Lead) Relative Urgency (Lead) Priority (Contact) Relative Score (Contact) Relative Urgency (Contact) Diagnostics Test Failed! Required fields are not configured in  Salesforce: Priority (Lead) Relative Score (Lead) Relative Urgency (Lead) Priority (Contact) Relative Score (Contact) Relative Urgency (Contact) Troubleshooting steps: Note that (a) is the error notification you get when you try to validate the configuration in SFDC and (b) the one from Marketo under the Admin Section/Integration/Sales Insight/Status. 1. Where should you concentrate on to resolve this issue? SALESFORCE as both (a) & (b) state clearly that the required Fields are not configured in SFDC. 2.  Which Fields and where exactly in Salesforce? 2.1  Fields’ Name are outlined in the error notifications (a) & (b). Here:        Priority Relative Score Relative Urgency Priority Relative Score Relative Urgency 2.2  How to locate the Fields in question? The information in parentheses after the Fields' name should tell you where the Fields can be found. So (Lead) refers to Lead Object and (Contact) Contact Object. 3.  What could be the cause? The MSI configuration may fail due to many reasons: 3.1  Fields are not on Lead or Contact Page Layout under Sales Insight Section. Check it out. If not, do so accordingly and try to validate the configuration again. OK . Otherwise: 3.2  Check if the Fields in question are available under Marketo Admin Section/Field Management If they are, check if they are mapped correctly with the corresponding CRM Fields. In most cases, they are not. Meaning that in SFDC, they are not visible to the Marketo Sync User. 3.3   Verify Fields visibility to the Sync User in SFDC Change Fields Security settings if necessary. A Salesforce Admin Role is required. Wait for few minutes for the change to sync over to Marketo. Recheck if Fields are now mapped properly or available under Marketo. Retry to validate MSI configuration under SFDC. OK . After going through the troubleshooting steps above, everything should work smoothly. Otherwise, do not hesitate to contact your SFDC Administrator or Marketo Support for further investigation.
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