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.

Designating your Workspace Salesforce Sync User

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

Connecting 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.

Salesforce Real-Time Sync

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

How to enable Salesforce Real-Time Sync

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

Real-Time Sync Conditions

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

Tips for Salesforce Syncing settings

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

Map synced Salesforce activities to custom Types with Process Builder

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

Salesforce Custom Objects

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

Enabling Real-Time Sync on Custom Objects

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

Salesforce Activity Logs

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

How to configure the Mixmax Call Disposition field

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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