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Mixmax Academy
Workspace Administration Course
Chapter 2: Salesforce
Part 7: Invite Workspace members to connect to Salesforce
Part 7: Invite Workspace members to connect to Salesforce

This is part 7 of Chapter 2 of the Workspace Administration course: how to invite the Workspace members to connect to Salesforce.

Updated over a week ago

Now that your users' Salesforce Roles settings are configured, you can invite the Workspace members to connect their accounts to Salesforce.

Inviting users to connect to Salesforce

To remind your Workspace members to connect to Salesforce, go to the Integrations tab of the Admin settings, scroll down to the Connected Members section, and click Invite to connect next to the users you would like to ask to connect to Salesforce.

Inviting to connect

The users you invited will receive an email with a link to the Integrations tab in their personal Mixmax settings, where they will be able to connect their Mixmax accounts to Salesforce.

It's that easy! Click Next now to go to the next lesson.

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