The functionality below is compatible with the Real Magnet Salesforce Integration in Lightning.

Baseline Integration

  • Scheduling the upload of data from Campaigns and Reports
  • Posting Real Magnet data (tracking) to the Custom Real Magnet Activity Object or the SF Default Activity Object

Marketing Automation Integration

  • Viewing Real Magnet Marketing Automation information via a Canvas app
    • Sending an individual email via the Canvas app
  • Creating new contacts or leads
  • View Overall Campaign information in Real Magnet via RM Campaigns in RM button

Not Supported

Salesforce Lighting does not support JavaScript button’s, as a result, the following functionality is not available:

  • Sending Emails from Salesforce in bulk with Send RM Email