My Teams Best Bets

Forum|Forum|12 years ago
June 19, 2013
2 replies
1131 views

I am trying to set up My Team's Best Bets using the Salesforce Role hierarchy. Are there any articles offering step by step guidance on setting this up?

Marketo

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A

Anonymous

My Team’s Best Bets view displays the lead and contact records under the reporting hierarchy of the user. The Sales Insight for the Sales Team help article explains this. The only set up is to establish the Role heirarchy in SFDC.

A

Anonymous

Thanks for your response, Elliott.

I have set up the role hierarchies in SalesForce; however, I don't think they are translating over to Marketo. The internal salesperson reports to the external salesperson in SalesForce. On Sales Insights, the internal salespeople are not able to see any data in "my team's best bets."

Is this because only the manager sees all the data?

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