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May 25, 2016
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Embed Opportunity Influence Analyzer into Salesforce

  • May 25, 2016
  • 1 reply
  • 1280 views

Hi,

At my last company I was able to embed the opportunity influence analyzer in to Salesforce opportunity object.

Does anyone recall how to do that? I can't seem to find the instructions.

Thank you!

Noelle

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Best answer by Grégoire_Miche2

Hi Noelle,

You need to add it to the page layout of the opportunity in SFDC. It is an opportunity field called "Marketo Opportunity Analysis". It is part of the Marketo Sales Insight package that needs to be installed.

It will look like this to the user:

-Greg

1 reply

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
May 25, 2016

Hi Noelle,

You need to add it to the page layout of the opportunity in SFDC. It is an opportunity field called "Marketo Opportunity Analysis". It is part of the Marketo Sales Insight package that needs to be installed.

It will look like this to the user:

-Greg