MSI Feature Overview msi-feature-overview
MSI has the following features available in Salesforce Lightning and Classic.
Visualforce Panel visualforce-panel
MSI Visualforce Panel includes the following functionalities:
-
Tabs
- Insights Dashboard
- Interesting Moments
- Web Activity
- Score
-
Actions
- Add to Marketo Campaign
- Send Marketo Email
- Add/Remove from Watch List
-
Stars & Flames
Lead Layout lead-layout
Visualforce pages:
- Lead - Includes the option to click on hyper “Go to Full List”, you will be sent to a new tab in Salesforce where the MSI panel will be visible in a full page layout
- Lead Full List - Does not include “Go to Full List” option
- Lead Mobile - Visible in Salesforce mobile application
- Lead Contact Bridge - Displays MSI panel of the contact you have added in the MSI Contact ID field
Fields:
- Last Interesting Moment
- Last Interesting Moment Date
- Last Interesting Moment Desc
- Last Interesting Moment Source
- Last Interesting Moment Type
- Last Marketo Activity by Sales
- Last Marketo Engagement by Sales
- Relative Score
- Relative Score Value
- Urgency
- Urgency Value
- View in Marketo - Click on this field to open a non-editable view of the lead in Marketo. Includes: Lead Info, Company Info, SFDC Lead Info, SFDC Custom Fields, Activity Log
- MSI Contact Id - Add a Salesforce contact to this field and include “Lead Contact Bridge” panel in the lead layout to see the MSI panel of the contact
Contact Layout contact-layout
Visualforce pages:
- Contact - Includes option to click on hyper “Go to Full List,” you will be sent to a new tab in Salesforce where the MSI panel will be visible in a full page layout
- Contact Full List - Does not include “Go to Full List” option
- Contact Mobile - Visible in Salesforce mobile application
- Add to Marketo Campaign ContactPage - Add to Marketo Campaign feature is available within this panel
Fields:
- Last Interesting Moment
- Last Interesting Moment Date
- Last Interesting Moment Desc
- Last Interesting Moment Source
- Last Interesting Moment Type
- Last Marketo Activity by Sales
- Relative Score
- Relative Score Value
- Urgency
- Urgency Value
- View in Marketo - Click on this field to open a non-editable view of the lead in Marketo. Includes: Lead Info, Company Info, SFDC Lead Info, SFDC Custom Fields, Activity Log
- Mkto Lead Score
- Sales Insight - Opens contact full list page
Account Layout account-layout
Visualforce pages:
- Account - Includes option to click on hyper “Go to Full List”, you will be sent to a new tab in Salesforce where the MSI panel will be visible in a full page layout
- Account Full List - Does not include “Go to Full List” option
- Account Mobile - Visible in Salesforce mobile application
Fields:
- Sales Insight - Opens contact full list page
Actions:
- Add to Marketo Campaign
- Send Marketo Email
- Add/Remove from Watch List
The following features are not available in the Account Layout page:
- Stars & Flames
Opportunity Layout opportunity-layout
Visualforce pages:
- Opportunity - Includes option to click on hyper “Go to Full List,” you will be sent to a new tab in Salesforce where the MSI panel will be visible in a full page layout
- Opportunity Full List - Does not include “Go to Full List” option
- Opportunity Mobile - Visible in Salesforce mobile application
Fields:
- Sales Insight - Opens contact full list page
- Marketo Opportunity Analysis – Opens Opportunity Influence Analyzer in Marketo
Actions:
- Add to Marketo Campaign
- Send Marketo Email
- Add/Remove from Watch List
The following features are not available in the Opportunity Layout page:
- Stars & Flames
Lead and Contact List view (Bulk Actions) lead-and-contact-list-view-bulk-actions
Salesforce Lightning: Add to Watchlist, Add to Marketo Campaign and Send Marketo Email bulk action buttons in Lead and Contact list view.
Salesforce Classic: Add to Watchlist, Add to Marketo Campaign, and Send Marketo Email bulk action buttons in Lead and Contact list view.
Marketo Tab marketo-tab
-
Best Bets
- Includes ability to create and edit views. Ability to Hide Best Bets depending on configuration of “Default Hide” option in Marketo Configuration page
- Columns - Name, Account, Last Interesting Moment, Status Header, Engagement (Stars & Flames), Hide
-
My Watch List
- Includes ability to create and edit views
- Columns - Name, Account, Last Interesting Moment, Status Header, Engagement (Stars & Flames), Remove
-
Web Activity
- Includes ability to create and edit views, time frame filter functionality
- Column - Page view, Name, Account, Last Visit
-
Anonymous Web Activity
- Includes ability to create and edit views, time frame filter functionality
- Columns - Page View, Company, Last Visit, Research (opens LinkedIn page of the company)
-
My Email
- Includes ability to create and edit views
- Columns - Name, Account, Subject, Date, Open, Click
-
Lead feed - Includes ability to subscribe to interesting moments, RSS feed on Configuration page must be enabled to use this feature
- Lead/Contact who had this interesting moment
- Interesting Moment type (web, email, or milestone) and description
- Account Name
- Time this interesting moment occurred
- Subscribe option to receive email notification for this type of event
- High priority icon to show this person is a Best Bet
Marketo Sales Insight Configuration Tab marketo-sales-insight-configuration-tab
- Operational Settings: Includes Soap & Rest API credentials needed to set up MSI in SFDC
- MSI Configuration: Includes configuration of Marketo tab and MSI visualforce panel
- Reset Marketo Sales Insight: Includes ability to wipe out all configurations
Sales Insight Performance Reports sales-insight-performance-reports
View the performance of emails sent through Salesforce, Microsoft Dynamics, or a Gmail or Outlook plug-in
MSI for Mobile msi-for-mobile
MSI features are supported in Salesforce mobile application
Language Support language-support
Marketo Sales Insight is stored by language. So, if you want it to work for more than one language, you have to enter the credentials separately for each language.
-
A contact/lead needs to be in the Default partition in order to be added to the Watchlist.
-
The MSI Salesforce package doesn’t support custom view with dependent fields.