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A
Anonymous
December 6, 2016
Solved

Marketo Sales Insight Actions

  • December 6, 2016
  • 4 replies
  • 3419 views

Hello ,

How can I disable some of the  Sales Insight functions in Salesforce please?

We will like to disable the following options->  "Send Marketo email" and "View in Marketo".

Thank you

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Best answer by Grégoire_Miche2

Hi Devraj,

This is not exactly true, as one can always use the "no template" and write her/his own email.

-Greg

4 replies

Clinton_Gage3
Clinton_Gage3
New Participant
January 19, 2018

Hmmm, just found this bit, seems like you can influence: Restricting Sales Insight Actions with SFDC Permission Sets

A
Anonymous
December 6, 2016

mmm...Ok Thank you all.

Devraj_Grewal
Devraj_Grewal
New Participant
December 6, 2016

Fortunately, if you don't have any emails that are published to Sales Insight in their email settings, then you won't need to worry about the "Send Marketo email" function since there will be no emails to choose.

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
December 6, 2016

Hi Devraj,

This is not exactly true, as one can always use the "no template" and write her/his own email.

-Greg

Devraj_Grewal
Devraj_Grewal
New Participant
December 6, 2016

Appreciate the clarification Greg!

Grégoire_Miche2
Grégoire_Miche2
New Participant
December 6, 2016

Hi Jessica,

This is not possible.

Worth an Idea, I would vote.

-Greg

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