Salesforce integration is available on the Mixmax Growth + CRM plan and above. Visit our pricing page for more details.
With Real-Time Sync Conditions enabled, a Workspace's APEX usage is reduced by limiting updates from Salesforce to Mixmax. Updates are only triggered when specific fields are updated in Salesforce, as opposed to firing every time an update occurs on any field. This allows users to allocate APEX calls to data that plays a key role in their Mixmax workflows.
Users must install the latest version of the Real-Time Sync package. For more details, refer to the instructions on how to enable Real-Time Sync.
How it works
To use this feature, a Sync User is required, and Real-Time Sync must be enabled.
A workspace admin must enable the Enable Sync Conditions toggle for a workspace. This setting is not enabled by default and can be found on the 'CRM integrations' page of the 'Admin center.'
Once this setting is enabled, all fields actively used across your Mixmax instance will automatically be added and marked as required. Workspace admins will be able to add or remove fields as needed.
If you are no longer using a specific Salesforce field in Mixmax (i.e., removed the field from the sidebar or template), the field will no longer be marked as required, and you can manually remove it from the Sync Conditions fields.
Salesforce Formula fields
Formula fields in SFDC act differently from other types of fields. When the Formula field changes, the Last Modified Date record for the field is not changed. The Mixmax integration works in a way that syncing between Salesforce and Mixmax is triggered by a change in the Last Modified Date. As a result, the change in the Formula field will not trigger an update in Mixmax.
Example: You have a Formula field in the Contact object based on a field in the Account object. Changing this field won't trigger an update.
Whenever the Account Formula field changes, the Formula field in the Contact object will also be updated accordingly. However, this change will not be automatically detected by our integration, so it may not be synced to Mixmax until another field in the Contact object also changes.
Even if added to Sync Conditions, Formula fields may not trigger syncs if no other fields on the same record change.
If Real-Time Sync is installed, Formula fields shouldn't be used in Sync Conditions.