Salesforce integration is available on the Mixmax Growth + CRM plan and above. Check out our pricing page for more information.
With Real-Time Sync Conditions enabled, a Workspace's APEX usage is reduced by limiting updates from Salesforce to Mixmax. Updates are only set to trigger 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, see 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 will need to enable the Enable Sync Conditions toggle for a workspace. This is not enabled by default.
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 additional fields or remove non-required fields.
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 than other types of fields.
When the Formula field changes, the Last modified Date record for the field is not changed. Mixmax integration works in such a way that the syncing between Salesforce and Mixmax is triggered by the change in 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 change, but that won't be automatically detected as a change by our integration, so it might not be synced to Mixmax until some other field in the Contact object also changes.
Even if added to Sync Conditions, Formula fields might not trigger syncs if no other fields change on the same record.
If Real-Time Sync is installed, Formula fields shouldn't be used in Sync Conditions.