Creating a Rule with a Salesforce Lead Owner

Suppose you are trying to create a Mixmax Rule so that an action occurs when a Salesforce Opportunity is created, if you are the Lead Owner. Salesforce does not index the Lead Owner by name; instead, it uses the Salesforce User ID. To set up this rule, you'll need to find your Salesforce User ID. Here's how:

Salesforce Lightning

Go to Settings, and choose My Personal Information, and then Advanced User Details. Take a look at the URL bar, and copy the 15 alphanumeric characters beginning with 005. This is your Salesforce User ID. 

Salesforce Classic

Go to My Settings, and choose Personal, and then Advanced User Details. Take a look at the URL bar, and copy the 15 alphanumeric characters beginning with 005. This is your Salesforce User ID. 

Creating your rule

Once you have your Salesforce User ID, go to the Rules section of the Mixmax web app. Under If, click Add condition, and then in the dropdown choose Field, then select the field Opportunity Owner. Choose contains, and then paste the User ID into the box. See the screenshot below.