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Level 2
October 2, 2023
Répondu

Enabling MSI for SFDC Profiles

Question on enabling MSI for SFDC profiles, as the documentation has us confused.

 

We've successfully installed MSI with Admin Profile permissions only. How do we update other profiles to have access to MSI?  The documentation includes: 

For profiles that are allowed access Sales Insight:

  • In Tab Settings, change the Marketo tabs to Default On
  • In Custom Object Permissions, check Read, Create, Edit, and Delete on Marketo Sales Insight Config (if the user should have access to the config settings - typically used for Admins)

Does that first step: changing Marketo tabs to "Default On" allow access to MSI for the profile or are we missing something?  

Ce sujet a été fermé aux réponses.
Meilleure réponse par Darshil_Shah1

Yes, that should allow access to the Marketo tab and MSI in SFDC. Basically, the Marketo tab permission is used to manage who has permission to Sales Insight in SFDC. You'd also need to enable the Custom Object Permissions, check Read, Create, Edit, and Delete on Marketo Sales Insight Config is listed in step 2 if you want the users associated with that profile to change/view the config permissions.

5 commentaires

Darshil_Shah1
Adobe Champion, Community Advisor, UG Leader
Adobe Champion, Community Advisor, UG Leader
October 2, 2023

Yes, that should allow access to the Marketo tab and MSI in SFDC. Basically, the Marketo tab permission is used to manage who has permission to Sales Insight in SFDC. You'd also need to enable the Custom Object Permissions, check Read, Create, Edit, and Delete on Marketo Sales Insight Config is listed in step 2 if you want the users associated with that profile to change/view the config permissions.

NCnewAuteur
Level 2
October 3, 2023

Ok, awesome! Thank you so much @darshil_shah1 🙂