DocumentationMarketo EngageMarketo Guide

Add Sales Connect Buttons to Salesforce add-sales-connect-buttons-to-salesforce

Last update: Fri Jul 21 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Push to Marketo Sales Connect push-to-marketo-sales-connect

  1. Go to Setup then Customize.
  2. Under Contacts/Leads/Accounts, open up Search Layouts.
  3. Edit Leads List View and drag Push to MSC into the Selected Buttons.

Send Marketo Sales Email send-marketo-sales-email

  1. Edit the Page layout for Lead/Contact/Account.
  2. Select the section for Buttons.
  3. Grab the Send MSC Email button and drag it into the Custom Buttons section of the Details.

Call with Marketo Sales Connect call-with-marketo-sales-connect

  1. Edit the Page layout for Lead/Contact/Account.
  2. Select the section for Buttons.
  3. Grab the Call with MSC button and drag it into the Custom Buttons section of the Details.

Add to Campaign add-to-campaign

  1. Edit the Page layout for Lead/Contact/Account.
  2. Select the section for Buttons.
  3. Grab the Add to MSC Campaign button and drag it into the Custom Buttons section of the Details.
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