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Marketo Sales Insight Actions

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Anonymous
Not applicable

Marketo Sales Insight Actions

Hello ,

How can I disable some of the  Sales Insight functions in Salesforce please?

We will like to disable the following options->  "Send Marketo email" and "View in Marketo".

Screen Shot 2016-12-06 at 3.42.42 PM.png

Thank you

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Grégoire_Miche2
Level 10

Re: Marketo Sales Insight Actions

Hi Devraj,

This is not exactly true, as one can always use the "no template" and write her/his own email.

-Greg

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6 REPLIES 6
Grégoire_Miche2
Level 10

Re: Marketo Sales Insight Actions

Hi Jessica,

This is not possible.

Worth an Idea, I would vote.

-Greg

Devraj_Grewal
Level 10 - Champion Alumni

Re: Marketo Sales Insight Actions

Fortunately, if you don't have any emails that are published to Sales Insight in their email settings, then you won't need to worry about the "Send Marketo email" function since there will be no emails to choose.

Grégoire_Miche2
Level 10

Re: Marketo Sales Insight Actions

Hi Devraj,

This is not exactly true, as one can always use the "no template" and write her/his own email.

-Greg

Devraj_Grewal
Level 10 - Champion Alumni

Re: Marketo Sales Insight Actions

Appreciate the clarification Greg!

Anonymous
Not applicable

Re: Marketo Sales Insight Actions

mmm...Ok Thank you all.

Clinton_Gage3
Level 3

Re: Marketo Sales Insight Actions

Hmmm, just found this bit, seems like you can influence: Restricting Sales Insight Actions with SFDC Permission Sets