Enable Salesforce Real-time Sync

When you enable real-time sync for Salesforce, Mixmax will immediately become aware of changes in your Salesforce instance and import those changes to Mixmax. Here are some examples of situations where real-time syncing will really make a difference:

  • If you create Leads or Contacts in Salesforce in bulk, your team will see those records right away in the Mixmax sidebar in Gmail.
  • If you’re using Salesforce rules, i.e., to send a sequence to new Leads who sign up for a webinar, your rule will run and the sequence will send as soon as the Lead is created.
  • Tasks created in Salesforce will appear in Mixmax in near real-time.

Prerequisites

  1. You and your team will need the Mixmax Enterprise or Growth plan. Interested in one of these plans? Contact sales.
  2. Select a designated Salesforce Sync User.
  3. Your Salesforce plan must support Force.com Apex. This is available on Salesforce Enterprise Edition.

Important info regarding your bulk API quota

Prior to installing the real-time sync package in either your production or sandbox environment, it's important to know the following.  The initial sync is generally the most intensive bulk quota event.  This is because Mixmax performs a preliminary state audit of your Salesforce instance, and this process will be more costly than day-to-day bulk quota usage after you are up and running.

The only other instance where bulk quota would be higher than normal would be when Mixmax requires a secondary state audit due to detecting an inconsistency.  For example, if Mixmax attempts to update a contact record, and the contact is flagged as being previously unknown to Mixmax.  That could be indicative of an issue.  Our system will flag this as an inconsistency and will try to re-audit the state as a best practice.

When testing what this looks like in sandbox, we know often times our customers may have multiple applications being tested at once.  To get the most accurate representation of what the initial real-time sync bulk API usage will look like, we recommend limiting as much as possible other concurrent experimental packages that are running in your sandbox at the time of the test.

With real-time sync, Mixmax will reduce it's Bulk API usage and will use Apex calls to retrieve updates coming from Salesforce.

Installation Steps

Mixmax administrators can go to the Integration settings page on the Admin tab in Settings.  

Then, click on the button to install Mixmax Salesforce Package

Clicking on this button will open a new tab in Salesforce and you’ll see a page that looks like this. Choose "Install for All Users", and click the "Install" button.

Approve Third-Party Access. This allows Salesforce to send data directly to Mixmax.

Next, you will see this success page:

Click Done and you will be brought to the Installed Packages page in Salesforce. At this moment, no further action is required in Salesforce.

If you return to the Integration settings page in the Admin Settings tab. We will automatically identify that you have installed the Mixmax Package and will start to set it up. 

(note: we may take up to 30 seconds to recognize a package installation)

This process should be fast. After that we are all set, no more setup is required and you can start to get your data synced in real-time! 

You can refer to this component to check the status of your Real-time sync connection. You can verify the last time an Apex update was detected. If there are issues with your RTS configuration, you will see an error state. 

Sync Conditions (Beta)

Real Time Sync Conditions help workspaces reduce APEX usage by limiting updates from SFDC to Mixmax to trigger only when specific fields are updated in SFDC (rather than firing any time an update occurs). This allows users to allocate APEX calls to data that plays a key role in their workflows. Please see more on Sync Conditions here.

Disabling Mixmax Real Time Syncing

To disable real time sync, you can uninstall the Mixmax package directly from Salesforce. Please see additional information on how to do that here.

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