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You can add custom Marketo Sales Insight tab and buttons to your Salesforce view for easy access. Interested? Here's how.

Adding the Marketo Tab 

1. Click + and click Customize My Tabs.

2. Select Marketo in the left list. Then click Add to add it to the Selected Tabs.

Tip

Use the Up and Down arrow to reorder your tabs.

And here is your Marketo tab!

Adding Marketo Buttons

You can add Marketo buttons to your Salesforce Layouts. Here's an example:

1. Click Setup. Search for "search layout" and click the Search Layouts under Leads.

2. Click Edit in the Leads List View row.

3. Add Add to Marketo Campaign, Send Marketo Email, and Add to Watch List buttons to the Selected Buttons and Save.

Tip

Press and hold the Shift key to select all three buttons at once.

4. Repeat these steps for your Contacts (all three buttons) and Accounts (only one button: Add to Watch List). 

Note

You cannot add Marketo buttons to Opportunities.

Great job!

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