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kpara3-2
Level 9
July 22, 2014
Question

Add to Watchlist - MSI

  • July 22, 2014
  • 4 replies
  • 2674 views
Hey!

Please correct me if I'm wrong - I thought that you could add any leads, contacts, or accounts to your watchlist in MSI. Currently it looks like I only have that option from the lead and contact records. I don't have an actions dropdown on the account level. Can you not add by account to your watchlist (to get everyone attached to a single account added at once)?

Thanks!
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4 replies

Valerie_Armstro
Valerie_Armstro
Level 9
July 22, 2014
I'm not seeing it at the account level either in my SFDC instance. There is documentation that says that users are able to add accounts to their watch list, but a lot of the MSI documentation is extremely outdated.  Maybe the functionality no longer exists? 
K
kpara3-2Author
Level 9
July 22, 2014
Yeah, I was wondering if there's some special setting?
Valerie_Armstro
Valerie_Armstro
Level 9
July 22, 2014

I believe I found it!  In SFDC
- Go into Setup > Customize > Accounts > Search Layouts
- Edit the Account List View
- Add the Marketo Button "Add to Watch List" and save.

If you scroll down through this documentation, it describes it under "Adding Buttons"
https://community.marketo.com/MarketoArticle?id=kA050000000Kyw9

K
kpara3-2Author
Level 9
July 22, 2014
So you need to be SFDC admin, right? I'll have to request this. Thanks, Val!
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