Salesforce Real-Time Sync

This article describes the Mixmax Real-Time Sync package that syncs data from Salesforce to Mixmax without utilizing your API quota.

Updated over a week ago

Salesforce integration is available on the Mixmax Growth + Salesforce plan and above. Check out our pricing page for more information.

What it is

The Mixmax Real-Time Sync (MX-RTS) from Salesforce package is built to get all your necessary updates into Mixmax in real time. This means that the package only handles traffic from Salesforce to Mixmax and not the other way around.

Customers utilizing MX-RTS to sync data from Salesforce to Mixmax will also require a Salesforce Sync User in order for Mixmax to ensure it’s connected to the correct Salesforce deployment for the Mixmax org. MX-RTS benefits customers as it does not utilize API quota for its applicable portion of the bi-directional sync. API quota will only be used by individual users syncing their changes from Mixmax to Salesforce (i.e., updating records).

Let’s dive in and see how MX-RTS works.


How it works

Apex-based

MX-RTS is purely Salesforce Apex-based and consists of minimal Apex code to ensure a negligible contribution to your Salesforce Apex code limit. The lion’s share of the package is Apex triggers, with a few Apex classes that receive the data from the triggers to send to Mixmax.

Apex triggers on updates

MX-RTS uses the triggers to identify whenever a change has been made to an Account, Contact, Event, Lead, Opportunity, Task, or User. These triggers fire after the resource has been updated.

Sending information to Mixmax

Each trigger sends the update to one of the few MX-RTS Apex classes and then sends that information to Mixmax.

What does this mean for my API quota?

The MX-RTS package uses zero of your Salesforce API quota for its applicable portion of the bi-directional sync, sending information from Salesforce to Mixmax. API quota will only be used by individual users syncing their changes in the other direction, from Mixmax to Salesforce (i.e., updating records).

Example: In the scheme below, you can see how updating a lead in Salesforce would trigger a rule in Mixmax that would add that lead to a Sequence.

Lead update triggers adding to Sequence

Did this answer your question?