Salesforce integration is available on the Mixmax Growth + CRM plan and above. Tasks are available on the Enterprise plan. Visit our pricing page for more details.
Prerequisites
Workspace admins can access synced Task and Event activity from Mixmax to Salesforce for their entire workspace in the 'Admin Center' under the CRM Integrations section.
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 Log 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 click on each activity row to view more details about the activity, including the message received from Salesforce and the complete JSON payload. This enhanced visibility allows workspace admins to investigate any issues that may arise with activity syncing more effectively.
It's important to note that for emails sent to multiple recipients, an Activity Log is created only for the first recipient listed in the "To" field. If there are no recipients in the "To" field, the log will be generated for the first recipient in the "CC" or "BCC" field, respectively.