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June 3, 2016
Question

Adding drop-down to MSI layout?

  • June 3, 2016
  • 1 reply
  • 2384 views

Hi all - I've added the MSI visualforce page to my page layouts (contacts, leads, accounts) and I have my standard fields (e.g., last interesting moment) but I don't see the typical drop-down with actions (e.g., add to marketing campaign)? Does anyone know what step I missed in installation?

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1 reply

Grégoire_Miche2
Level 10
June 3, 2016

Hi Christine,

The dropbox only appears in the MSI widget itself and only for leads and contacts, not for accounts nor opportunities:

-Greg

June 3, 2016

Hi Greg,

Makes sense. However, I don't see it in the MSI widget for leads or contacts either...

Grégoire_Miche2
Level 10
June 3, 2016

This is weird.

Is your MSI fully configured (including the connection details in the Marketo Sales Insight Config tab in SFDC) ?

-Greg