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Anonymous
Oct 8, 2014 10:14 PM UTC
Solved

Installed Marketo Sales Insight into SFDC - but the fields are missing at the Account and Opp level.

Here's the account layout. I don't see the fields I'm supposed to add which I've pasted below.



Priority (or Engagement)

Relative Score Value

Urgency Value

Last Interesting Moment Date

Last Interesting Moment Desc

Last Interesting Moment Source

Last Interesting Moment Type


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Grant_Booth
Grant_BoothAccepted solution
Level 9
Oct 8, 2014 10:48 PM UTC
Right - these are fields on the lead and contact objects, so you can't add them to an account or opportunity layout. In fact, you don't *have* to add them to the page layout of the lead and contact objects either - Sales Insight will still work if you don't. We just recommend that you do because it can help you interpret why a particular lead is receiving more stars or flames.
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5 replies

Josh_Hill13
Josh_Hill13
Level 10
Oct 8, 2014 10:15 PM UTC
These only appear on the Lead and Contact records.
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    Grant_Booth
    Grant_BoothAccepted solution
    Level 9
    Oct 8, 2014 10:48 PM UTC
    Right - these are fields on the lead and contact objects, so you can't add them to an account or opportunity layout. In fact, you don't *have* to add them to the page layout of the lead and contact objects either - Sales Insight will still work if you don't. We just recommend that you do because it can help you interpret why a particular lead is receiving more stars or flames.
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    Grant_Booth
    Grant_Booth
    Level 9
    Jun 3, 2015 5:26 PM UTC

    A quick clarification to my comment - it's not required to have these fields on the page layout of the lead and contact objects in *Enterprise Edition* of Salesforce. It IS required for Professional Edition, since in Professional Edition the sync user's access to fields is determined by page layout rather than by profiles.

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    Anonymous
    Oct 8, 2014 11:46 PM UTC
    Okay. On the set up instructions it says to "repeat these steps for account, opp" so thought adding those fields appled to those objects too. Thanks for clearing that up.
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    erikwagner
    Level 1
    Sep 4, 2020 9:44 PM UTC

    Having the same issue on my end. The MSI package created some fields in Salesforce, but I had to manually create: 

    • Priority (Lead)
    • Relative Urgency (Lead)
    • Priority (Contact)
    • Relative Score (Contact)
    • Relative Urgency (Contact)

    I'm still getting an error saying that they are not configured. Strangely, the Relative Urgency field is a managed field by MSI, so I can't edit it. The rest are not. Any ideas? 

     

    Related rant, how is this documentation so bad? No mention of the type of field to create in SFDC or length? 😠

     

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