Getting started with Magnify is simple! You just need a few prerequisites which are outlined by category below.
Integrations
Before getting started its a good idea to take inventory of the various tools within your environment that you'd like to integrate with Magnify. Once you have identified the tools you'd like to integrate, you will need the following:
System User Account
While any user account with the appropriate access level can be used to integrate with Magnify, it is recommended that you create a system specific user account (e.g. magnify-sfdc@yourdomain.com) when authenticating and connecting to Magnify. This allows for more transparent auditing and understanding, identifying when Magnify performs automated action.
Each integration will have different access level requirements, please refer to our integration guides for more information.
Universal Account and Contact/User Identifiers
In order for Magnify to link data across your various systems, it is vital that universal identifiers are provided for both Account and Contacts/Users. Oftentimes the universal identifiers are based off the CRM database. For example, Salesforce Account ID and Contact ID.
Custom Objects
Magnify provides you the ability to integrate not only standard objects, but also custom objects from any of your systems. If there any custom (non-standard) objects that you'd like to integrate with Magnify, for each object, you will need to identify:
- Platform
- Object name
- Universal account and/or user identifier
Reporting
Once you've integrated your systems with Magnify and have created and executed your motions you will be able to review reporting data for any motions set to execute on a multiple run schedule and that motion has been running for at least 8 days. Reporting consists of high-level operational statistics, which require no setup, and Motion goal reporting, detailed below.
If you'd like to enable reporting for a motion you are creating from scratch*, you will need to specify goals and targets upon initial motion creation. Creating goals will require the following:
- Up to 3 numeric fields you'd like to establish a target against (e.g. User Logins, Account ARR, etc.)
- Aggregation to be used in analysis for each individual field, such as totals, averages, minimums, or maximums
- Optionally, you may also choose to specify a target value that you'd like to see your measure trend against evaluating an increase or decrease, based on the specific field -- if set, this will provide color-coded directional indicators when updating and populating data tables
- If you wish to track trends for aggregations other than totals, averages, minimums, or maximums, Magnify can ingest any pre-calculated field from your system of record to inform the time series.
*motion goals will populate by default when creating directly from the Insights dashboard
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