Adding Marketo Sales Insight to the Account Page Layout in Salesforce | Community
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Anonymous
Jun 28, 2017 5:51 PM UTC
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Adding Marketo Sales Insight to the Account Page Layout in Salesforce

Hi there,

I was wondering if anyone has added Mkto Sales Insight to the Account page layout in Salesforce. If so, how does it differ from the Sales Insights section under the lead and contact page layouts?

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    Devraj_Grewal
    Devraj_GrewalAccepted solution
    Level 10
    Jun 28, 2017 5:57 PM UTC

    Dustin,

    Yes, we have this in place on the account object. Basically it is a summary of all contacts under the account and their activity, as opposed to a single contact's activity if it were just on the contact object.

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    Anonymous
    Jun 28, 2017 6:18 PM UTC

    The main difference is that Sales Insight on the Account will show recent activity but not all activity (unless it's been changed since I last used it). I can't remember the exact limits, but the web activity will only show the last few days and the email activity shows the last week or two. There may be a doc specifying the limitations floating around out there somewhere.

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      Devraj_Grewal
      Devraj_GrewalAccepted solution
      Level 10
      Jun 28, 2017 5:57 PM UTC

      Dustin,

      Yes, we have this in place on the account object. Basically it is a summary of all contacts under the account and their activity, as opposed to a single contact's activity if it were just on the contact object.

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        Dan_Stevens_
        Dan_Stevens_
        Level 10
        Jun 28, 2017 6:53 PM UTC

        Interesting.  Is this also doable on the account entity in MS Dynamics?  I'm assuming it would only show CRM contacts that are associated to the account since leads themselves aren't linked to accounts until converted to contacts?

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        Devraj_Grewal
        Devraj_Grewal
        Level 10
        Jun 28, 2017 7:40 PM UTC

        I am not proficient in MSD but yes, if it was possible, it would only show those contacts linked to the account. In SFDC, it will only show those contacts linked to the account and will not show leads for the account or any other contacts that could be likely matches for the account.

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