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Getting Started with Salesforce

Set up and manage your Salesforce integration.

  • Salesforce Implementation Guide - All in one PDF
  • Non-Admin: Connect your Mixmax account to Salesforce
  • Videos about the Salesforce Integration
  • Troubleshoot your Salesforce connection
  • Syncing to Salesforce
  • Tips for Salesforce Syncing Settings
  • Does my Salesforce plan include API access?
  • Enable Salesforce to use the Mixmax app
  • How to add a Salesforce task to a sequence
  • Add a contact to Salesforce
  • Salesforce Actions
  • Automatically Create New Leads or Contacts in Salesforce
  • Set default fields for your Salesforce sidebar
  • Configure your Salesforce settings
  • Designate your Workspace Salesforce Sync User
  • Salesforce Real Time Sync
  • Syncing to Salesforce from mobile
  • Create Salesforce Leads or Contacts from Sequences
  • Which Salesforce sync option should I use?
  • Disconnect from Salesforce
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Categories

  • Getting Started with Salesforce
  • Custom Objects
  • Salesforce Advanced
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