Set default fields for your Salesforce sidebar

On the Growth and Enterprise plans, Salesforce users can see a sidebar in Gmail that shows information about each contact, lead, opportunity, and account whenever you hover over an email address. Thanks to our bidirectional sync, any changes you make in the Sidebar show up in Salesforce, and vice versa.

Setting default fields for your Salesforce sidebar

You can specify which fields appear in your sidebar: go to your CRMs & Live Feed page in your Settings, and then check the boxes next to the fields you want:

Setting default fields for a Role

If you're an Mixmax Workspace admin, you can control the default fields that are seen by the various roles in your Workspace. 

To adjust which fields are visible for each role, go to the Members and Billing page, select the Roles tab, then the Salesforce tab.  Here you can select which fields are visible in the Salesforce sidebar for each role.  

Check the "Individuals in this role manage their own Salesforce settings." box to allow members with this role to choose their own settings as described above.

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