Designate your organization's Salesforce super user
About the Salesforce super user
If there are 10 or more people in your organization who sync activity to Salesforce, you'll want to designate a Salesforce super user. Designating a Salesforce super user minimizes the number of API calls that Mixmax uses to sync your organization's accounts to Salesforce, because, when possible, we sync to Salesforce through the super user's account.
Use the following criteria to select your Salesforce super user:
- Salesforce admin - Ideally, the Salesforce super user should be your Salesforce admin.
- User who has Modify All Data (MAD) permission in Salesforce - If you don't have a Salesforce admin, choose a user who has MAD permission.
- User who has access to all Salesforce records - If none of your organization members have MAD permission, choose the user who has access to all records. If the super user does not have access to certain records, Mixmax will not sync to or from these records.
Adding your organization's Salesforce super user
To set up your organization's Salesforce super user, go to the Integrations section of your Account & Billing page. Enter the email address for your Salesforce super user.
Changing your organization's Salesforce super user
To change your super user, go to the Integrations section of your Account & Billing page, and add the email address of your new super user. The super user must have a Mixmax account on the Growth plan or above.
If your super user disconnects from Salesforce, Mixmax will automatically designate a new super user, using the criteria above, and we will send an email to the organization's admin to notify them of the change.