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Getting Started with Salesforce

Set up and manage your Salesforce integration.

  • Workspace Admin: Configuring the Salesforce Integration for your Workspace
  • Troubleshooting Rules with Salesforce actions
  • Why didn't my Mixmax meeting sync to the Salesforce calendar?
  • Mixmax Insights: Quick tips
  • Mixmax Insights vs. Mixmax native reporting: Which report should I use?
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Categories

  • Getting Started with Salesforce
  • Custom Objects
  • Salesforce Advanced
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