Recommended Salesforce Reports

If you are on a Mixmax Growth or Enterprise plan (with Mixmax's Salesforce sync setup) Mixmax will sync messages, calendar events and analytics to the associated contact, lead, or opportunity within Salesforce. To select which events you sync to Salesforce, visit the CRM & Team Live Feed page of your Settings.

The below are commonly used reports that our customers utilize in Salesforce to report on synced data from Mixmax. Learn more on the schema used for syncing this data here.

Emails Sent
- Report type = Tasks & Events
- Show = Completed activities
- Show = Tasks
- Add filter
  - Subject starts with Sent (New):
  - Subject starts with Sent (New) [
- Add filter logic
  - Change from “1 AND 2”, to “1 OR 2”
- Optional: to make sure you’re ONLY pulling Mixmax activities
  - Full Comments contain “Insight provided by Mixmax”
  - If added you’ll need to edit filter logic to say “(1 OR 2) and 3”
- Edit the report to include fields that you want to display
- Group the report be Assigned if you want to aggregate by user

Emails Received
- Report type = Tasks & Events
- Show = Completed activities
- Show = Tasks
- Add filter
  - Subject starts with Received:
  - Subject starts with Received [
- Add filter logic
  - Change from “1 AND 2”, to “1 OR 2”
- Optional: to make sure you’re ONLY pulling Mixmax activities
  - Full Comments contain “Insight provided by Mixmax”
  - If added you’ll need to edit filter logic to say “(1 OR 2) and 3”
- Edit the report to include fields that you want to display
- Group the report be Assigned if you want to aggregate by user

Emails Clicked
- Report type = Tasks & Events
- Show = Completed activities
- Show = Tasks
- Add filter
  - Subject starts with Clicked:
  - Subject starts with Clicked [
- Add filter logic
  - Change from “1 AND 2”, to “1 OR 2”
- Optional: to make sure you’re ONLY pulling Mixmax activities
  - Full Comments contain “Insight provided by Mixmax”
  - If added you’ll need to edit filter logic to say “(1 OR 2) and 3”
- Edit the report to include fields that you want to display
- Group the report be Assigned if you want to aggregate by user

Emails Opened
- Report type = Tasks & Events
- Show = Completed activities
- Show = Tasks
- Add filter
  - Subject starts with Opened:
  - Subject starts with Opened [
- Add filter logic
  - Change from “1 AND 2”, to “1 OR 2”
- Optional: to make sure you’re ONLY pulling Mixmax activities
  - Full Comments contain “Insight provided by Mixmax”
  - If added you’ll need to edit filter logic to say “(1 OR 2) and 3”
- Edit the report to include fields that you want to display
- Group the report be Assigned if you want to aggregate by user

Email Downloads
- Report type = Tasks & Events
- Show = Completed activities
- Show = Tasks
- Add filter
  - Subject starts with Downloaded:
  - Subject starts with Downloaded [
- Add filter logic
  - Change from “1 AND 2”, to “1 OR 2”
- Optional: to make sure you’re ONLY pulling Mixmax activities
  - Full Comments contain “Insight provided by Mixmax”
  - If added you’ll need to edit filter logic to say “(1 OR 2) and 3”
- Edit the report to include fields that you want to display
- Group the report be Assigned if you want to aggregate by user

Meetings confirmed & canceled
- Report type = Tasks & Events
- Show = Completed activities
- Show = Tasks
- Add filter
  - Subject starts with Meeting confirmed:
  - Subject starts with Meeting canceled:
- Add filter logic
  - Change from “1 AND 2”, to “1 OR 2”
- Optional: to make sure you’re ONLY pulling Mixmax activities
  - Full Comments contain “Insight provided by Mixmax”
  - If added you’ll need to edit filter logic to say “(1 OR 2) and 3”
- Edit the report to include fields that you want to display
- Group the report be Assigned if you want to aggregate by user

Meetings completed
- Report type = Tasks & Events
- Show = Completed activities
- Show = Events
- Add filter
  - Full Comments contain “https://mxmx.me”
- Edit the report to include fields that you want to display
- Group the report be Assigned if you want to aggregate by user

**DISCLAIMER - you will need to create a custom field for this report known as the “Power of One”

# of Accounts touched via Mixmax per rep
- Report type = Activities with Accounts
- Report type = Tasks & Events
- Show = Completed activities
- Show = Tasks
- Add filter
  - Subject starts with Sent (New):
  - Subject starts with Sent (New) [
- Add filter logic
  - Change from “1 AND 2”, to “1 OR 2”
- Optional: to make sure you’re ONLY pulling Mixmax activities
  - Full Comments contain “Insight provided by Mixmax”
  - If added you’ll need to edit filter logic to say “(1 OR 2) and 3”
- Edit the report to include fields that you want to display
- Group the report by Assigned if you want to aggregate by user
  - Then Group by Account to aggregate by user and then accounts they are emailing
- With your new “Power of one” Account field, add it to the report and summarize it to get a unique count of Accounts that were sent emails

**DISCLAIMER - you will need to create a custom field for this report known as the “Power of One”

# of Contacts touched via Mixmax per rep
- Report type = Activities with Contacts
- Report type = Tasks & Events
- Show = Completed activities
- Show = Tasks
- Add filter
  - Subject starts with Sent (New):
  - Subject starts with Sent (New) [
- Add filter logic
  - Change from “1 AND 2”, to “1 OR 2”
- Optional: to make sure you’re ONLY pulling Mixmax activities
  - Full Comments contain “Insight provided by Mixmax”
  - If added you’ll need to edit filter logic to say “(1 OR 2) and 3”
- Edit the report to include fields that you want to display
- Group the report by Assigned if you want to aggregate by user
- With your new “Power of one” Contact field, add it to the report and summarize it to get a unique count of Accounts that were sent emails