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Possible to Search Using Sales Insight in SFDC?

Question asked by Marisa Rybar on Nov 18, 2015
Latest reply on Nov 18, 2015 by Josh Hill

We're using the Sales Insight integration with our Salesforce application. Our CEO just asked me an interesting question that I don't know the answer to, so I thought I'd reach out here.

 

He was wondering if it's possible for him to do a search within Salesforce for contact records who have 3 fire symbols or 3 stars (what's the difference between the two, by the way?). I know I can build Smart Lists in Marketo for contacts that fit certain criteria, but he doesn't need to learn a new system and has plenty of other things on his plate. If it's possible to search within SFDC, that would be really cool.

 

Does anyone know if this is possible, and if so, how to do it?

 

Thank you!

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