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. Force.com 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.
- 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.