Connecting to Salesforce
You can connect Mixmax directly to Salesforce using the Salesforce API.
Mixmax does not require custom objects or custom fields to connect to Salesforce.
To connect your personal Mixmax account to Salesforce, navigate to your personal Integrations settings.
Locate the integration option for the Salesforce account and click the option to connect. You'll be prompted to log in to Salesforce.
To avoid any issues with activities syncing to Salesforce, your Salesforce user should have the following permissions enabled:
CRUD (Create, Read, Update, and Delete) operations for the Salesforce objects and fields you expect to use within the Mixmax<>Salesforce integration (e.g., Contacts/Leads, Accounts, Opportunities, Tasks, Events, and Campaigns + Campaign Members, as well as any other custom object or field if you need/use them).
If these permissions are not enabled, the integration with Salesforce will fail, and you will see an error notice. These permissions can be granted via the Salesforce Profiles or Permission Sets configuration under Setup > Users.
Syncing Activity to Salesforce
If your workspace admin has configured your Role settings for Salesforce, you will see your messages, calendar events, and analytics to the associated contact, lead, or opportunity within Salesforce.
You can learn more about how Mixmax syncs activity to Salesforce.
Syncing to Salesforce from mobile
With Mixmax's Salesforce integration, you can make sure even non-Mixmax emails, like those sent from your mobile device, are logged to Salesforce.
Head over to your CRM & Live Feed settings to set this up. Under the "When logging to Salesforce, record these activities" category, check the box next to Sync all messages to Salesforce whether or not I send them with Mixmax.
Now, when you send emails to Salesforce contacts from your mobile phone or tablet, the activity will be logged to Salesforce.
How to view your personal Salesforce Activity Logs
You can access your Task and Event activity synced from Mixmax to Salesforce in your personal settings CRM and Team Live Feed tab.
In your Activity Log, you can view the following details from the past 15 days:
Status: Not Synced, Synced, or Errors
Time: The time at which Mixmax created a Task/Event to sync to Salesforce.
Activity: Sent, Opened, Replied, Clicked, Downloaded, Received, Meeting Confirmed
Type: Task or Event
Search for activity related to a specific recipient
You can further click into each activity row to view additional details about the activity, such as the message received from Salesforce, the entire JSON payload, and so on. With this visibility, you can better help debug any issues that may arise with activity syncing.
Disconnecting from Salesforce
If you need to disconnect your Mixmax account from Salesforce API, here's how:
Go to the Integrations page of your Settings. Click Disconnect Salesforce:
2. Open Salesforce in your browser and log out.