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Anonymous
November 28, 2016
Solved

Limit Sales Insight Access in SFDC

Hello Community -

We are about to launch sales insights to our sales team, does anyone have any recommendations on how to limit sales insight access to certain profiles in Salesforce?

Thanks!

Christine

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emilythorntonAccepted solution
Level 2
November 29, 2016

Yes, you can control this with the page layout assignments in SFDC. Create new lead/contact page layouts that contain Marketo Sales Insight, and assign these to the user profiles that should be able to access it. (Or, create a new dedicated MSI user profile and corresponding page layouts, and move users who need access to this new profile.)

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12 replies

emilythorntonAccepted solution
Level 2
November 29, 2016

Yes, you can control this with the page layout assignments in SFDC. Create new lead/contact page layouts that contain Marketo Sales Insight, and assign these to the user profiles that should be able to access it. (Or, create a new dedicated MSI user profile and corresponding page layouts, and move users who need access to this new profile.)

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Anonymous
November 29, 2016

Thank you, Emily!

We are working through this exact setup now to assign users. 

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