Overview

The Real Magnet Salesforce integration utilizes the Salesforce API in conjunction with Real Magnet’s API. It is compatible across all browsers, and can be utilized in conjunction with the Real Magnet platform. The integration is compatible with Salesforce with API.

**Depending on your workflow and Salesforce configuration, you may ultimately decide to use the integration from within Salesforce only. With this option there is the additional caveat that this feature of the installation utilizes an iframe, and iframes are known to rely heavily on browser and machine settings.**

This guide assumes you have already integrated Real Magnet with Salesforce.

Who should read this guide?

This guide is for Real Magnet administrators responsible for determining messaging and contact management guidelines.

It assumes that you are familiar with:

  • Using the Real Magnet system
  • Using Salesforce, including:
    • Managing Data within Salesforce, and record creation
    • Your organization’s Salesforce Data practices