Trouble Configuring Sales Insight in SFDC Instance

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I’m configuring Sales Insight into our SFDC professional instance, and step number 5 here is missing from my options. Can someone please help me figure out how to fix this?

Marketo

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J

JohnCl9Accepted solution

Adobe Employee

Hi Marisa,

Sales Insight is a separate app package you'd need to install in Salesforce. You can get it through the link below.

Install Marketo Sales Insight Package in Salesforce AppExchange - Marketo Docs - Product Docs

John

Josh_Hill13

Level 10

Did you install the app first?

Do you have Professional or another edition of SFDC? The instructions differ for each.

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Marisa_RybarAuthor

Level 4

Thanks, Josh. Isn't that what we did when we synced Marketo and SFDC when we first brought Marketo on? If the app isn't installed, would I still have the option to pull the Marketo Sales Insight box down under the lead information?

We're on the professional version of SFDC, which was the link I shared above. Is there another step I'm missing here?

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