Mixmax

This article teaches Workspace Admins how to set up the integration with Salesforce for the Workspace they manage.

Workspace Admin: Configuring the Salesforce integration for your Workspace

This article describes how you can designate the Salesforce Sync User for your Mixmax Workspace and why you need to do that.

This article explains how to connect your Mixmax Workspace to a Salesforce Sandbox.

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

This article describes how to enable Mixmax Real-Time Sync for Salesforce and what the RTS package includes.

This article explains how enabling Real-Time Sync Conditions can reduce your APEX calls usage.

This article outlines some recommendations for setting up Salesforce data syncing with specific use cases.

This article describes how to use Salesforce Process Builder to automatically map synced Salesforce activities to custom activity Types.

This article describes how to sync your Mixmax activity to custom objects in Salesforce.

This step-by-step instruction will show you how to enable Mixmax Real-Time Sync on Custom Objects in Salesforce.

Learn how to access Salesforce Activity Logs and what kind of information you can find there.

This article will teach you how to add the Mixmax Call Disposition field to Call options and Call type Tasks menu.

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