Salesforce integration is available on the Mixmax Growth + CRM plan and above. Check out our pricing page for more information.
Below, we detail our two syncing options and which teams they are ideal for. You can choose from:
Real-Time Sync using the dedicated Mixmax RTS Salesforce package
API sync with a dedicated Sync User
As a quick recommendation, feel free to take our short quiz to find out which Salesforce sync option Mixmax recommends for your team.
Real-Time Sync with the dedicated Salesforce package
Best for teams who:
Want data to sync instantaneously
Have a dedicated sales ops team/person
May have several services that are already using up a material amount of SFDC Bulk API calls
More about the dedicated package
The dedicated SFDC package will allow your team to sync data between Mixmax and Salesforce instantaneously. Mixmax Real-Time Sync is purely Salesforce Apex-based and consists of minimal Apex code to ensure that there is a negligible contribution to your Salesforce Apex code limit. The lion’s share of the package is Apex triggers, with a smattering of a few Apex classes that receive the data from the triggers to send to Mixmax.
How to move forward with this option
If you would like to set up Real-Time Sync, follow the details in this step-by-step guide.
Make sure your Real-Time Sync conditions are configured properly so the limit of Apex usage is not exceeded.
API sync with a dedicated sync user (most common)
Best for teams who:
Prefer or are comfortable with a short (~30 min) delay in data syncing
Need to get set up quickly
May not have a dedicated sales ops team/person
Want to minimize the amount of Bulk API calls being used for their organization
May have other dedicated packages that would conflict with Mixmax
More about API sync with a dedicated Sync User
Setting a dedicated Sync User allows Mixmax to check the Salesforce org on behalf of that user. Without a Sync User, Mixmax will do these same checks using each individual user’s account within the org, which will multiply the number of API calls Mixmax uses. Here’s how it works in practice:
The Mixmax Sync User checks for record updates every 30 minutes via the Bulk API. Brand new custom fields are updated daily.
As the Sync User retrieves data, that new data becomes available in Mixmax (i.e., in the Sidebar).
All SFDC modifications made in the Mixmax UI (updates, deletions, creations) are made by the individual user in SFDC, with permissions respected, via Bulk data and the REST APIs.
How to move forward with this option
Each individual user will still need to connect their individual accounts to Salesforce. The organization admin can choose a Sync User from the Integrations section of their Admin Settings page. For more details, check out this short video and the article about designating your Workspace Salesforce Sync User.
To understand API limits better, see how to check Salesforce API limits.