The Salesforce Integration Options page allows you to manage the integration between your Real Magnet Marketing Automation account and your Salesforce account.  This page is only accessible, if login provisioned for the Real Magnet integration is a standard Salesforce license.

Access this page by going to the Automation tab and clicking the Salesforce Integration link on the sidebar, under Campaign Tools.

Before using this page, please keep in mind:

  1. Changes on this page immediately go into effect.
  2. If you apply any changes, all of your Marketing Automation campaigns will automatically use the new options going forward.
  3. Which options are best will depend on how your Salesforce account is set up.  Please review your Salesforce data structure before making any changes here.

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Page Layout

The Salesforce Integration Options page has five sections for preferences.

Map Real Magnet Fields to Salesforce Fields

Map Real Magnet Messages to Salesforce Logins

Map Real Magnet Templates to Salesforce Logins

Set Default Values

Update Salesforce Field on Unsubscribe

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Map Real Magnet Fields to Salesforce Fields

In this section, you can assign a one-to-one relationship between recipient fields in Real Magnet and Salesforce.

There are two separate mappings: one for Leads and one for Contacts.  Switch between them by using the Lead and Contact buttons at the top-right of this section.

Mapping fields

To map a field:

  1. Click the + add another field link at the bottom of the section.
  2. Click the Select Field link to choose a Real Magnet field.
  3. Click the Select Integration link to choose the corresponding Salesforce field.
  4. Check the Key Field box to use this for record matching.  More information about this is available below.
  5. Click the Apply Mappings button at the bottom of the page to save your changes.

Fields available for mapping

Real Magnet

  • All standard fields (Email, First Name, Last Name, etc.) are available.
  • Any custom fields you have created are available.
  • A user can only map Enhanced Personalized Fields if they are shared with that user.  Private fields can only be mapped by the user with access to them.

Salesforce

  • All Salesforce fields are available.

Editing existing mappings

To change either the Real Magnet or Salesforce field in a mapping, click the field link and select a different field.

To delete a mapping, click the x next to it.

Key Fields


Key fields are used to determine before a record is added to Salesforce to determine if it already exists. Real Magnet will search Salesforce using for records which match the key fields. If a record is found, then a new one is not created. Instead, Real Magnet will get the Salesforce ID for the existing record and store it in Real Magnet.

This is required for this page.

Which fields should I map?

If you’re not sure which fields to map, you should consider what information you will need to match in both systems to effectively run your marketing campaigns.  Real Magnet’s recommendations are:

  • You will almost always want to map the Real Magnet Email field to the Salesforce Email field.  Marketing Automation is an email-based system, after all!
  • First Name and Last Name are extremely useful fields, as well.
  • Map any other fields which are important to your sales efforts.  These might include fields such as address, title, or client level.

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Map Real Magnet Messages to Salesforce Logins

One of the features you get when you integrate Marketing Automation with Salesforce is the ability to send Real Magnet messages from inside Salesforce.  Use this section to customize which Salesforce users can send which messages.

Mapping messages

To map messages:

  1. Click the + add another mapping link at the bottom of the section.
  2. Click the Select Message link to choose a Real Magnet message.
    • Only email messages are available.
    • Only one message can be selected for each row.
  3. The default is to make the message available to all Salesforce users.  To limit availability, click the All Logins link, and select one or more logins.
  4. Click the Apply Mappings button at the bottom of the page to save your changes.

Once a mapping is assigned to a login, that user can go to a Contact or Lead Detail page in Salesforce and send that Contact/Lead a Real Magnet email.  They will have a drop-down available for all emails mapped to their login.

Messages/logins available for mapping

You can map any Real Magnet message which you have permission to view.

You can map any logins associated with the integrated Salesforce account.

Editing existing mappings

To change the message selected for a mapping, click the message name and select a different message.

To change the logins who can send the message, click the logins link and select one or more different logins.

To delete a mapping, click the x next to it.

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Map Real Magnet Templates to Salesforce Logins

One of the features you get when you integrate Marketing Automation with Salesforce is the ability to send Real Magnet messages from inside Salesforce using a Contact or Lead View.  Use this section to customize which Salesforce users can send which message templates.

Mapping Templates

To map messages:

  1. Click the + add another mapping link at the bottom of the section.
  2. Click the Select Template link to choose a Real Magnet template
    • Only published templates are available.
    • Only one template can be selected for each row.
  3. The default is to make the message available to all Salesforce users.  To limit availability, click the All Logins link, and select one or more logins.
  4. Click the Apply Mappings button at the bottom of the page to save your changes.

Once a mapping is assigned to a login, that user can go to a Contact or Lead View in Salesforce and send those Contacts/Leads a Real Magnet email.  They will have a drop-down available for all templates mapped to their login.

Templates/logins available for mapping

You can map any Real Magnet template which you have permission to view.

You can map any logins associated with the integrated Salesforce account.

Editing existing mappings

To change the template selected for a mapping, click the template name and select a different message.

To change the logins who can send the template, click the logins link and select one or more different logins.

To delete a mapping, click the x next to it.

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Set Default Values

You can set default values for your Salesforce fields. If Marketing Automation tries to upload a recipient to Salesforce, and the recipient is missing information for a field, Marketing Automation will send the default value.

This section allows you to set what the default values are.  You will need to set defaults for Leads and Contacts separately. Switch between them by using the Lead and Contact buttons at the top-right of this section.

Your Salesforce account may have one or more fields required for Leads and Contacts. These fields require default values to prevent recipient uploads from failing.

You can also choose to set defaults for fields which are not required.

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Setting default values

To set the default values:

  1. Click Leads or Contacts to switch between the required fields for each type of record.
  2. Enter your chosen default value in the text box for each required field.
  3. If you would like, click add another field to add a field which is not required.
    • Click Select Field to choose a non-required field from the list.
    • To change a field selection, click the name of the field and select a new one.
    • To delete a default, click the x icon at the right side of the row.
  4. Click the Apply Mappings button at the bottom of the page to save your changes.

Marketing Automation will only allow certain field values to be entered for each field type. The field type is determined by Salesforce.

Field Type Allowed Input
picklist String
string String
textarea String
phone String
url String
email String
anyType String
boolean Select ‘true’ or ‘false’
int Only digits or minus sign (no commas)
double Only digits, minus sign, or decimal point (no commas or symbols)
currency Only digits, minus sign, or decimal point (no commas or symbols)
percent Only digits, minus sign, or decimal point (no commas or symbols)
date, time, datetime Select time and date

 

NOTE: Please make sure that your entry matches the format required for the field by Salesforce. This ensures that uploads will work correctly.

Recommendations

Real Magnet recommends that you set up a “catch-all” account in Salesforce for all incoming Contacts, and set this as the default account. That way, you will have one place where you can see all the Contacts recently added by Real Magnet. Then you can assign them to whichever account makes most sense for your business needs.

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Update Salesforce Field on Unsubscribe

You can update one field in Salesforce based on whether a recipient unsubscribes.  If a recipient unsubscribes in a message via a Marketing Automation campaigns, and the recipient is in Salesforce Marketing Automation will set the field value.

You will need to set the unsubscribe field for Leads and Contacts separately. Switch between them by using the Lead and Contact buttons at the top-right of this section.

NOTE: This is one-way stream of data, Real Magnet will update the flag in Salesforce, but it is still up to your list creation method to exclude recipients who have unsubscribed outside of Real Magnet.

Updating Salesforce Fields on Unsubscribe

To set the default values:

  1. Click Leads or Contacts to switch between the required fields for each type of record.
  2. Check to update the Lead/Contact field.
  3. Click Select Field to choose the field you would like to update.
    • To change a field selection, click the name of the field and select a new one.
  4. Click the Apply Mappings button at the bottom of the page to save your changes.