Non-Sales Insight Salesforce Users & Marketo | Community
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Anonymous
September 30, 2013
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Non-Sales Insight Salesforce Users & Marketo

  • September 30, 2013
  • 2 replies
  • 961 views
Hi - 

My company has not purchased Sales Insight for all Salesforce users.

I have not been able to find a lot of information around a page layout in Salesforce for this group? 

We will display Lead Score, of course.

What else are folks displaying for their non-sales insight users?  Is there a way to provide a link to the user so he/she will be able to see all Marketo Lead Detail somewhere (perhaps not filtered and displayed as nicely as Sales Insight does)?

Thank You! 
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Best answer by Josh_Hill13
All users should be able to see the scores and quite a few other fields like Original Referrer. I usually place in Last Interesting Moment and the Original Lead Source to help Sales understand why the lead came in.

2 replies

Josh_Hill13
Josh_Hill13Accepted solution
Level 10
October 1, 2013
All users should be able to see the scores and quite a few other fields like Original Referrer. I usually place in Last Interesting Moment and the Original Lead Source to help Sales understand why the lead came in.
A
Anonymous
October 1, 2013
Thanks Josh - very helpful. 

FYI - I found the link below which speaks to the other part of my question.  I believe non-Sales Insight users could be "standard users" in Marketo and a link on a Contact/Lead could open up a page in Marketo with all the Marketo data on that record.  With Single Sign-on working, some users would value this I believe.   

http://community.marketo.com/MarketoArticle?id=kA050000000L42JCAS


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