Sales Insight Actions Admin Setup Guide sales-insight-actions-admin-setup-guide
- Confirm with the 蜜豆视频 Account Team (your Account Manager) that MSI Actions has been enabled for your Marketo Engage Account (if you don鈥檛 have an Account Manager, contact ).
- Your Marketo/Salesforce sync must be set up.
Set up Marketo Sales Account set-up-marketo-sales-account
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In Marketo, click Admin.
note note NOTE If you鈥檙e not seeing a Client ID and Client Secret on the Integration Information card, activate your Actions instance by inviting the first user, and you鈥檒l see the Client ID and Client Secret appear. -
Click Sales Insight, then Actions Config. Select from a list of Marketo admins to invite and click Send Invite.
The user will receive an email with steps to get access to the account.
Connect Marketo Sales Account to Salesforce connect-marketo-sales-account-to-salesforce
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In your Marketo Sales account, click the gear icon and select Settings.
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Under Admin Settings, click Salesforce.
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In the Connections & Customizations tab, click Connect.
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Click OK.
If you鈥檙e already logged in to Salesforce, you鈥檒l be connected. If you鈥檙e not, you鈥檒l be asked to log in.
Connect Marketo to Your Sales Apps Account connect-marketo-to-your-sales-apps-account
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In your Marketo Sales account, click the gear icon and select Settings.
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Under Admin Settings, click Marketo.
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Click connect. Your account will then be connected.
Initiate Data Sync initiate-data-sync
The data unification field sync for Sales Insight Actions enables the system to pull person information from your Marketo Engage database into your Sales Insight Actions database, keeping your people data up-to-date and ensuring activities are logged to the right records across Marketo and Salesforce.
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In Marketo, click Admin.
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Click Sales Insight.
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Click the Actions Config tab. In the Action Field Sync card, click Sync.
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You鈥檒l see a preview of the fields that will be synced. Click Start Sync.
Person records that exist in Marketo and Salesforce will be synced to your Marketo Sales Apps account.
Invite Individual Users to MSI Actions invite-individual-users-to-msi-actions
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In your Marketo Sales account, click the gear icon and select Settings.
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Under Admin Settings, select User Management.
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Click Actions and select Invite Users.
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Enter the email address(es) and click Invite.
You鈥檒l receive a confirmation message.
Invite Users via CSV to MSI Actions invite-users-via-csv-to-msi-actions
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In your Marketo Sales account, click the gear icon and select Settings.
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Under Admin Settings, select User Management.
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Click Actions and select Invite Users via CSV.
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Browse for the CSV on your computer, select it, and click Next.
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Confirm that the fields are mapped properly and click Invite.
You鈥檒l receive a confirmation message once the invites are sent.