Salesforce integration is available on the Mixmax Growth + CRM plan and above. Check out our pricing page for more information.
Does my Salesforce plan include API access?
To sync events to Salesforce and use the Salesforce sidebar, your Salesforce plan must include API access, so first of all, you might want to check if API access is available for your plan.
The Enterprise and Unlimited editions automatically include API access. If you have the Group or Professional editions, you'll need to add API access as an add-on. Force.com plans do not include API access.
Here's how to find out which plan you have.
Salesforce Lightning
Click the gear icon in the top right corner and click Setup.
Once you're looking at Setup, in the left column, under Settings, click Company Settings and then click Company Information. On the right side of the page, at the bottom, look for Organization Edition. It will show your plan.
If you're on the Group or Professional plan, you will need to know whether your organization has added API access to your package. Take a look at API Requests, Last 24 Hours. This will indicate the maximum number of API requests allowed by your plan. If you don't see anything about API requests, then your plan does not include API access.
If you have API access and your events are not syncing, check to see whether you're within your API limits — if your API requests in the last 24 hours are at or close to your limit, then that could explain why events are not syncing. We suggest that you turn off open tracking to reduce the number of API calls.
If you see that your plan includes API access and you are under your limit, you can ask your Salesforce admin to enable Mixmax for your Salesforce instance.
Salesforce Classic
In the top right corner, click Setup. Then, in the left column, click Company Profile and then click Company Information. On the right side of the page, at the bottom, look for Organization Edition. It will show your plan.
If you're on the Group or Professional plan, you will need to know whether your organization has added API access to your package. Take a look at API Requests, Last 24 Hours. This will indicate the maximum number of API requests allowed by your plan. If you don't see anything about API requests, then your plan does not include API access.
If you have API access and your events are not syncing, check to see whether you're within your API limits — if your API requests in the last 24 hours are at or close to your limit, then that could explain why events are not syncing. We suggest that you turn off open tracking to reduce the number of API calls.
If you see that your plan includes API access and you are under your limit, you can ask your Salesforce admin to enable Mixmax for your Salesforce instance.
How can I check my personal Salesforce API usage?
Mixmax makes it easy to check how much of your Salesforce API has been consumed in the past 24 hours. Individual users can find this information in the CRMs and Live Feed settings under the Your Salesforce API Usage heading.
How can I view my workspace's Salesforce API usage and limits? (Admins only)
Mixmax Workspace admins can monitor how many Salesforce API calls Mixmax is using for the whole organization from the Admin Settings page under the Integrations tab:
In this view, Admins can get a snapshot of:
how much of the API quota has been consumed by Mixmax
how much of each API quota has been consumed by other apps integrated with your Salesforce org
how much of their API quota is still available during the current 24-hour interval
Data and Bulk API are mainly used in incremental syncing, while Apex API is used in Real-Time Sync.
API limit requirements
To enable API limits, a Sync User is required for your workspace. To learn more, see how to designate a Sync User.
The Sync User will require specific Salesforce permissions to view global API usage and limits for Bulk and APEX calls:
Ensure the View Setup and Configuration setting is enabled for the Sync user in the Salesforce organization. Without this permission, admins can only view and configure Data API limits.
Ensure the sync user profile has the API Enabled option enabled under System Preferences.
How can I set API Limits for my workspace? (Admins only)
Workspace admins can adjust the limit for the maximum number of API calls their Mixmax workspace is allowed to use relative to their Salesforce organization's total API limits. An admin can simply move the slider to change the limit. Just hit Save to apply the new limit to your workspace! After a limit is set, Mixmax cannot exceed the number of specified calls and will pause syncing once that limit is reached. When Mixmax syncing is resumed, it will reattempt syncing tasks and events captured during that interval.
Admins can change the Mixmax limit at any time but cannot change the limit to exceed 90% of total API calls and cannot change the Mixmax limit to below 10% of total API calls.
Mixmax will set a default limit which equates to 90% of the total account limit for workspaces already integrated with Salesforce (so we do not interfere with current workflows) and 70% for new workspaces just setting up the Mixmax <> Salesforce integration for the first time.
What happens once the API limit is reached? (Admins only)
There are two scenarios where Mixmax will pause syncing:
90% of the global API limit is reached (Mixmax usage + other app usage = 90% of total quota). In this scenario, your Mixmax workspace may not have reached its limit yet, and the global API quota may be mainly consumed by other apps integrated with your Salesforce organization.
Your Mixmax workspace has reached its limit.
When we hit a limit, Mixmax will make a request to Salesforce to check for quota availability every 30 minutes (however, it can actually be more frequent) and resume any paused processes as soon as Salesforce notifies Mixmax that it is below the limit again.
Mixmax will pause logging Tasks and Events until the quota has been refreshed. This means that any activity during a period where they've reached their API limits will be logged when the workspace has API access again. Workspace admins will be notified by email once a limit is reached.
For a workspace with Real-Time Sync (RTS) enabled, when the APEX limit is reached, your workspace will automatically roll over to Interval Sync using Bulk API to capture updates from Salesforce every 30 minutes. Mixmax will automatically re-enable RTS once the APEX quota is available.