Adding Marketo Sales Insight to the Account Page Layout in Salesforce | Community
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Anonymous
June 28, 2017
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Adding Marketo Sales Insight to the Account Page Layout in Salesforce

  • June 28, 2017
  • 2 replies
  • 5018 views

Hi there,

I was wondering if anyone has added Mkto Sales Insight to the Account page layout in Salesforce. If so, how does it differ from the Sales Insights section under the lead and contact page layouts?

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    Best answer by Devraj_Grewal

    Dustin,

    Yes, we have this in place on the account object. Basically it is a summary of all contacts under the account and their activity, as opposed to a single contact's activity if it were just on the contact object.

    2 replies

    Devraj_Grewal
    Devraj_GrewalAccepted solution
    Level 10
    June 28, 2017

    Dustin,

    Yes, we have this in place on the account object. Basically it is a summary of all contacts under the account and their activity, as opposed to a single contact's activity if it were just on the contact object.

      Dan_Stevens_
      Dan_Stevens_
      Level 10
      June 28, 2017

      Interesting.  Is this also doable on the account entity in MS Dynamics?  I'm assuming it would only show CRM contacts that are associated to the account since leads themselves aren't linked to accounts until converted to contacts?

      Devraj_Grewal
      Devraj_Grewal
      Level 10
      June 28, 2017

      I am not proficient in MSD but yes, if it was possible, it would only show those contacts linked to the account. In SFDC, it will only show those contacts linked to the account and will not show leads for the account or any other contacts that could be likely matches for the account.

      A
      Anonymous
      June 28, 2017

      The main difference is that Sales Insight on the Account will show recent activity but not all activity (unless it's been changed since I last used it). I can't remember the exact limits, but the web activity will only show the last few days and the email activity shows the last week or two. There may be a doc specifying the limitations floating around out there somewhere.

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