If you have already integrated Salesforce with your Real Magnet account, you can follow the steps below to allow reporting on Real Magnet activity through Salesforce.

Log into Saleforce with an administrator account.

1 - Login

 

Select your name on the upper right and select “Setup” from the drop down menu.

2 - Select Name

 

Select “Create” from the sidebar on the left, then select “Objects”, and then select “Real Magnet Activity History” from the center panel.

3 - Select Object

 

 

Once the Custom Object “Real Magnet Activity History” is displayed, select the “Edit” button.

4 - Click Edit

 

On the Edit Custom Object Screen, scroll down to the bottom and under “Optional Features” check the “Allow Reports” checkbox and select the “Save” button at the bottom.

5 - Allow Reports