Salesforce integration is available on the Mixmax Growth + CRM plan and above. Tasks are available on the Enterprise plan. Check out our pricing page for more information.
Prerequisites
Workspace Admins can access Task and Event activity synced from Mixmax to Salesforce for their entire workspace under the Admin Integrations settings tab.
In order to view this information, the following will need to take place:
A Sync User is required to view the synced activity. To learn more, see how to configure a Sync User for your workspace.
The Workspace Admin must be connected to the same Salesforce organization as the Sync User.
Mixmax will provide an Activity Log covering 15 days of Task and Event activity for Workspace Members connected to the same Salesforce Organization as the Sync User.
How can I see the Synced Activity?
By clicking the View Activity Logs link, Admins will be able to drill into 15 days worth of activities.
What can I see in the Activity Logs?
Admins can view the following details:
Status: Not Synced, Synced, or Errors
Internal User: The email address of the Mixmax user on behalf of whom this activity is being synced
Status detail: Extra details on the activity sync errors or filtered activities
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
Admins can further click into each activity row to view additional details about the activity, such as the message received from Salesforce and the entire JSON payload. With this visibility, Workspace Admins can better help debug any issues that may arise with activity syncing.
Please note that for emails sent to multiple recipients, an Activity Log is only created for the first recipient in the "To" field. If there are no recipients in the "To" field, it will be created for the first recipient in the "CC" or "BCC" field, respectively.