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The fields and buttons below are created by the Metadata API in Salesforce CRM. Once the fields are created, admins must configure the page layouts in their CRM to expose them. Instructions can be found here.

Note

This impacts both ToutApp and Sales Connect customers.

How to Install Customizations in Salesforce

1. In Sales Connect, click the gear icon and select Settings.

2. Under Admin Settings, select Salesforce.

3. Click Marketo Sales Connect Customizations.

4. Click Connect to Salesforce.

5. Log-in to Salesforce.

Custom Activity Fields

Marketo will detect the creation of the new fields then do a one-time backfill of data, a re-mapping, and an ongoing sync of values into the new fields only. Old fields will not be updated.

Field NameDescription
MSE Call Local Presence IDAs a user you can choose Local Presence as an option when you make calls from the MSE Phone. Incoming calls will show a local number for the receiver.
MSE Call Recording URLCalls can be recorded and a link for the recording will be logged here.
MSE CampaignLogs name of the MSE campaign the Contact/Lead is a member of.
MSE Campaign URLLogs URL to the campaign that was created in MSE. Clicking on this will open the campaign in the MSE web app.
MSE Campaign Current StepIf a contact/lead is part of a campaign, this field will log the name of the step the lead/contact is currently on.
MSE Email Attachment ViewedLogs data when an email is sent with an attachment and the attachment is viewed by the recipient.
MSE Email ClickedLogs a checkmark when the recipient clicks a link in an email.
MSE Email RepliedLogs a checkmark when the recipient replies to an email.
MSE Email StatusShows if an email is sent/in progress/bounced (tracking bounced emails depends on the delivery channel used).
MSE Email TemplateLogs name of the MSE template that was used in the email sent to the lead/contact.
MSE Email Template URLLogs URL to the template that was created in MSE. Clicking on this will open the template in the MSE web app.
MSE Email URLClicking on this URL will open Command Center in MSE and pull up the People Detail View history tab where you can see the sent email.
MSE Email ViewedLogs a checkmark when the recipient views an email.

Roll-Up Logging Fields

Field NameDescription
MSE - Last Marketing EngagementLast incoming engagement from Marketing.
MSE - Last Marketing Engagement DateTime stamp of engagement from Marketing.
MSE - Last Marketing Engagement DescDescription of the engagement.
MSE - Last Marketing Engagement SourceSource of Marketing engagement.
MSE - Last Marketing Engagement TypeType of Engagement.
MSE - Last Activity by Sales
Last outgoing activity performed by the Sales team.
MSE - Last RepliedLast email reply to Sales email.
MSE - Current Sales CampaignLogs name of the MSE campaign the lead/contact is a member of.
MSE - Last Sales EngagementLast incoming engagement from Sales.
MSE - Opt OutOpt-out field.

Buttons

Button NameDescription
Send MSE EmailSend Sales emails from Salesforce.
Add to MSE CampaignAdd to MSE campaigns from Salesforce.
Push to MSEPush contact from Salesforce to MSE.
Call with MSEMake Sales calls from Salesforce.

Bulk Action Buttons

Button NameDescription
Add to MSE CampaignAdd to MSE campaigns from Salesforce.
Push to MSEPush contact from Salesforce to MSE.

User Guides

MSE Custom Reports in Salesforce
MSE for Salesforce
MSE for Salesforce Lightning

Related Videos

How to install customizations in Salesforce


The benefit of using customizations in Salesforce

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