Salesforce Advanced
Learn more about the complexities of the Mixmax and Salesforce integration.
- Map synced Salesforce activities to custom Types with Process Builder
- Build a Salesforce Report to track activities completed daily by your team
- Create a Salesforce Report from synced Mixmax activities
- Recommended Salesforce Reports
- Real Time Sync Conditions
- Salesforce Real Time Sync
- Enable Salesforce Real-time Sync
- Salesforce Activity Log
- How to check Salesforce API limits
- Connecting to a Salesforce Sandbox
- Setting Permissions on Shared Emails in Salesforce Sync Events
- How Mixmax call and to-do tasks are synced to Salesforce
- Salesforce Campaigns in Mixmax Rules