By default, Salesforce allows Contacts to be created without being linked to an Account. This means tools like Mixmax can also create Contacts without an Account unless Salesforce is told otherwise.
If your team requires every Contact to be associated with an Account, you can enforce this by adding a simple validation rule in Salesforce. This ensures cleaner data and prevents incomplete records from being created through Mixmax.
Why this matters
Enforcing Account association helps you:
Keep Salesforce data consistent and organized
Ensure every Contact belongs to the right company
Prevent Contacts from being created without enough context
Once this is set up, Mixmax will respect the rule automatically.
How to require an Account for every Contact
You’ll do this by creating a validation rule on the Contact object in Salesforce.
Please be advised, a Salesforce Admin will need to help configure the validation rule for your team.
Step 1: Open the Contact object in Salesforce
In Salesforce, go to Setup
Select Object Manager
Click Contact
Step 2: Create a new validation rule
Click Validation Rules
Select New
Give the validation rule a name, such as:
Require_Account_On_Contact
Step 3: Add the validation formula
In the Formula field, paste the following:
ISBLANK(Account.Name)
This tells Salesforce to block saving a Contact if no Account is selected.
Step 4: Add an error message
Enter a clear message users will see if they forget to select an Account. For example: You must select an Account for the Contact.
Then click Save.
What users will see in Mixmax
Once the validation rule is active:
If someone tries to create a Contact in Mixmax without an Account, they’ll see an error message
The Contact won’t be created until an Account is selected
This helps catch issues early—right when the Contact is being added.
How this works with Mixmax Sequences
If your team uses Mixmax Sequences to automatically create Contacts:
If a matching Account exists (based on the Contact’s email domain), Mixmax will link it automatically
If no matching Account exists, Salesforce will block the Contact from being created
This ensures your validation rule is always respected.
Important things to know
Before a Contact can be linked to an Account:
The Account must already exist in Salesforce
Accounts can be created:
Directly in Salesforce, or
From the Mixmax Sidebar, before syncing the Contact