Configure your Salesforce settings

Salesforce syncing settings are controlled by the account administrators for each organization

For Account Admins

As an admin, here’s how to specify your Salesforce settings for each role:

  1. Go to the Account and Billing page in the Mixmax web app. 
  2. If you're an admin for the organization, you will see some tabs on this page. Click the Roles tab. 
  3. Select the Role you'd like to configure in the left panel
  4. Click Salesforce Settings, as in the screenshot below and adjust as you'd like:

Changes you make on this page will automatically save for any team member who is using the team settings. Any admin on the organization can edit the Salesforce sync settings that the team will use.

Organization admins also control the Salesforce fields that show up in your Mixmax sidebar. By default, all required fields will be selected. Any field that is checked will show in the sidebar for all team members using the settings. You'll see the list of fields if you scroll down on this page.

By default, the settings you select for each role cannot be adjusted by the individuals within the role. If you'd like users in the role to set and adjust their own settings, select the checkbox at the top of this view that says 'Individuals in this role can manage their own Salesforce settings'

As an account admin, on the Enterprise and Growth plans you also have the ability to set up real time Salesforce syncing from the integrations page.  You can learn more about setting this up here.  

For organization members

As a member of an organization, your Salesforce settings will be determined by your organization admin. You can view the settings in your  CRM and Team Live Feed settings

For users not part of an organization

If you are have an individual subscription and are not yet part of an organization, you will be able to set your own settings under the CRM and Team Live Feed settings in your Mixmax dashboard.