Real Time Sync Conditions (Beta)

With Real Time Sync Conditions enabled, a Workspace's APEX usage is reduced by limiting updates from Salesforce to Mixmax. They are only set to trigger when specific fields are updated in Salesforce as opposed to firing every time an update occurs. This allows users to allocate APEX calls to data that plays a key role in their Mixmax workflows. 

Note: Users will need to install the latest version of the Real Time Sync package. Please see the steps to enable Real Time Sync here.

How it Works 

A Workspace Admin will need to enable the Enable Sync Conditions toggle for a workspace.

This is not enabled by default and there must be a Sync User prior to setting up Sync Conditions. 

Once enabled, all fields actively being 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. remove field from sidebar or template), the field will no longer be marked as required and you can manually remove it from the sync condition fields. 

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