Can you add the Marketo Sales Insight iFrame on the Opportunity Entity or other Custom Entitys in Dynamics CRM? | Community
Skip to main content
A
Anonymous
September 17, 2015
Solved

Can you add the Marketo Sales Insight iFrame on the Opportunity Entity or other Custom Entitys in Dynamics CRM?

  • September 17, 2015
  • 2 replies
  • 3363 views

Just wondering if anyone has added the MSI iFrame in the Marketo solution to the Opportunity Entity or another Entity like Account?

THanks

Todd.

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by JohnCl9

Hi Todd,

This isn't currently possible, as Sales Insight is focused on the Lead and Contact information only.  It draws its data from Marketo directly, and the only data Marketo has on Accounts and Opps already exists in SFDC.

John

2 replies

J
Adobe Employee
JohnCl9Adobe EmployeeAccepted solution
Adobe Employee
September 17, 2015

Hi Todd,

This isn't currently possible, as Sales Insight is focused on the Lead and Contact information only.  It draws its data from Marketo directly, and the only data Marketo has on Accounts and Opps already exists in SFDC.

John

A
Anonymous
September 17, 2015

Hi John,

Is it possible to wire up the Sales InSight iFrame to pass the Contact context to Marketo to retrieve the data if we were to display it on the opportunity entity ? So it mirrors exactly what it does on the Contact Entity, just displayed on the Opportunity Entity.

Cheers

Todd

J
Adobe Employee
JohnCl9Adobe Employee
Adobe Employee
September 17, 2015

Hi Todd,

I actually misspoke.  I've done some more research, and you can add the Sales Insight window to the Opportunity and Account layout.  This will have a little more limited view of the data, and it will only show the information for contacts associated with whatever Opportunity or Account you're currently looking at, but it can be done.

Step 13 in the Sales Insight article below states:

13. Repeat this process to add Visualforce page sections for Contact, Account, and Opportunity and Sales Insight fields for Contact, and Lead.

https://docs.marketo.com/pages/releaseview.action?pageId=2360368#ConfigureMarketoSalesInsightinSalesforceEnterprise/Unli…

John

Amrit_Tandon
Adobe Employee
Amrit_TandonAdobe Employee
Adobe Employee
July 26, 2019

Hi John,

I am Tech Consultant with Marketo and confirmed with my team that MSI is only available for Leads and Contacts in MSD.

Thanks,

Amrit

Terms & ConditionsAccessibility statement

Loading footer...