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Anonymous
September 12, 2017
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MSI Questions about access and interesting moments

  • September 12, 2017
  • 2 replies
  • 2909 views

Hi, we are in the testing phase of utilizing MSI within Salesforce and I am putting together the materials and training documents for our teams. A couple questions have come up that I am having a hard time finding an answer to online and/or my testing has been inconclusive:

1. Do Interesting Moments need to be created at the program level?

2. Do we need to create the trigger tokens that Interesting Moments use? If so, where? (e.g. trigger.xyz)

3. What kind of access does Marketo give to MSI users? For example, if a Salesforce user John Doe is using MSI and he clicks "View this in Marketo" -- does he need a Marketo login? What is the best type of access togrant this user so he can see what he needs to without modifying anything inside our Marketo instance?

If anyone has any information they can share regarding these, I'd be very grateful. Thank you!

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    Best answer by Darrell_Alfons2

    1. No

    2. It depends if you want something custom, but the out of the box tokens will usually do fine

    3. They don't need a login, it just shows them the activity record outside of the instance.

    hope that helps!

    2 replies

    Darrell_Alfons2
    Darrell_Alfons2Accepted solution
    Level 10
    September 13, 2017

    1. No

    2. It depends if you want something custom, but the out of the box tokens will usually do fine

    3. They don't need a login, it just shows them the activity record outside of the instance.

    hope that helps!

    Josh_Hill13
    Josh_Hill13
    Level 10
    September 13, 2017

    in addition, please look at the docs

    Marketo Sales Insight - Marketo Docs - Product Docs

    In general, IMs should be a central program that is part of the Scoring trigger. The docs very clearly explain how to do this.

    A
    Anonymous
    September 13, 2017

    Thanks! We haven't started to plan out our lead scoring yet but it's definitely on our radar.

    A
    Anonymous
    September 13, 2017

    Thank you! I didn't think we needed to create them at the program level but my tests were inconclusive so wanted to make sure. And glad to hear the SFDC users don't need a login

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