Enabling MSI for SFDC Profiles

Question

Question on enabling MSI for SFDC profiles, as the documentation has us confused.
 
We've successfully installed MSI with Admin Profile permissions only. How do we update other profiles to have access to MSI?  The documentation includes: 
For profiles that are allowed access Sales Insight:

In Tab Settings, change the Marketo tabs to Default On
In Custom Object Permissions, check Read, Create, Edit, and Delete on Marketo Sales Insight Config (if the user should have access to the config settings - typically used for Admins)

Does that first step: changing Marketo tabs to "Default On" allow access to MSI for the profile or are we missing something?

Darshil_Shah1 · Accepted Answer

Yes, that should allow access to the Marketo tab and MSI in SFDC. Basically, the Marketo tab permission is used to manage who has permission to Sales Insight in SFDC. You'd also need to enable the Custom Object Permissions, check Read, Create, Edit, and Delete on Marketo Sales Insight Config is listed in step 2 if you want the users associated with that profile to change/view the config permissions.

Sign up

Login with SSO

Login to the community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded