4 Replies Latest reply on Aug 22, 2016 5:28 PM by Paul Su

    Issues Creating New View in Marketo Sales Insight in SFDC

    Paul Su

      Someone in Sales is trying to "Create New View" underneath "Best Bets" in MSI (Sales Insight) from SFDC. However, under Step 2 to Add Additional Fields hitting the "Add" button isn't doing anything (See attached screenshot)

       

      However, when I do it in my SFDC account this works and I can "Add" Additional Fields when recreating this. Marketo Support has indicated this may be some type of SFDC Permissions issue - and as I have SFC Admin access that seems to make sense.

       

      But what to change Sales permissions to and where in SFDC is what they couldn't pin down for me. I'm not seeing it in any Marketo Resource either. Anyone have a similar issue? How'd you resolve this?