Non-Admin: Connect your Mixmax account to Salesforce

Connecting to Salesforce

On the Growth and Enterprise plans you can connect Mixmax directly to Salesforce using the Salesforce API. 

Please note that to connect to the Salesforce API your Salesforce Edition must include API access. This  Salesforce help article has a list of the editions for which API access is enabled by default. If you have Salesforce Enterprise, you're set. If you have Salesforce Professional, you'll need API access as an add-on. accounts do not include the necessary API permissions.   

Mixmax does not require any custom objects or custom fields in order to connect to Salesforce. 

To connect your personal Mixmax account to Salesforce, navigate to your Personal Integration Settings here

Locate the Integration option for Salesforce account and click the option to connect. You'll be prompted to log in to Salesforce. 

NOTE:  Non-admins users will not be able to connect to Salesforce until their Workspace Admin connects a Sync User

Once a Sync User is set up, non-admin users will see the "Connect to Salesforce" button available. 

Syncing Activity to Salesforce

If your workspace admin has configured your Role settings for Salesforce, you will see your messages, calendar events and analytics to the associated contact, lead, or opportunity within Salesforce. 

See more how Mixmax syncs activity to Salesforce here

How to view your personal Salesforce Activity Logs

You can access your Task and Event activity synced from Mixmax to Salesforce in your Personal Settings CRM and Team Live Feed tab.

In your Activity Log you can view the following details from the past 15 days:
  • Status: Not Synced, Synced or Errors
  • Time: The time at which Mixmax created a Task/Event to sync to Salesforce
  • Activity: Sent, Opened, Replied, Clicked, Downloaded, Received, Meeting Confirmed 
  • Type: Task or Event
  • Search for activity related to a specific recipient 

You can further click into each activity row to view additional details about the activity, such as the message received from Salesforce, the entire JSON payload. With this visibility, you can better help debug any issues that may arise with activity syncing. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.