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A
Anonymous
November 13, 2017
Question

Granting Access to MSI for Sales Team

  • November 13, 2017
  • 1 reply
  • 1158 views

Hi,

I have been able to sync the Marketo Sales Insight system with Salesforce, but I am having an issue granting access to the plugin in the dashboards of our sales guys. Does anyone have a quick way to describe how I grant access to the system for those that are not administrators?

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
November 14, 2017

Do you mean the Outlook PlugIn?

Or you mean the visualforce panel in SFDC? There are instructions for both on docs.marketo.com. You may need an SFDC admin to help you.

A
Anonymous
November 14, 2017

I'm having issues with permissions on the lead object layout. I was able to give access to the Marketo tab though. I'll check with SF and see if they can help. Thank you!

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