duncanm

duncanm
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Date Last Visited
‎03-18-2021 06:04 PM
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Joined the community 31-03-2020
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  • Setting up an MSI user permission set in Salesforce
    by duncanm name dot 03-18-2021 quickview

    Documentation for setting up users to have access to Marketo Sales Insights Visualforce component in Salesforce is terrible. I have created a custom Marketo permission set and added all MSI Visualforce pages and Apex classes to it; users are now able to see the component on the page (still wish it w...

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    Sales Insight Sales Insights Salesforce
  • solved badge Sales Insights package did not install "Priority" field in Salesforce
    by duncanm name dot 03-31-2020 quickview

    I've installed the Sales Insight package in a sandbox, but the "Priority" field is missing from Lead/Contact objects. Am I supposed to just go ahead and create these fields myself? That seems ridiculous. The only thing in the package that has "priority" in the name is a field on the custom BestBets...

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    5775 1 7

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Date Registered ‎03-31-2020 06:46 AM
Date Last Visited ‎03-18-2021 06:04 PM
Total Messages Posted 2
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