August 2017 this version of the integration was sunset. To install the most up to date version of the integration access it here.

Every user in the Salesforce platform that was previously provisioned must maintain credentials are maintained in both Real Magnet and within Salesforce, or else the tracking data will fail.

This is a permission controlled by the Real Magnet user; this means that if you would like the Salesforce user RealMagnetUser1 to send a campaign to Real Magnet, you will need to provision the Real Magnet account for RealMagnetUser1. This would need to be done for every user you would like to enable with the Salesforce integration permission.

Real Magnet Provisioning Process for Version 1

This is completed by going to Tools > Account Management > Salesforce Tools > Configure Salesforce Login. It will require:

  • Salesforce Login
  • Salesforce Password
  • Salesforce Security Token
  • Magnet Mail Password

Salesforce Provisioning Process for Version 1

This is completed by going to Salesforce > MagnetMail > Manage MagnetMail Username/Password. It will require:

  • Username
  • Password

If any of these credentials above change, it will need to be updated in these two locations.