Fundamentals of Mixmax<>Salesforce integration
11 articles
Chapter 2: Introduction
Part 1: Set up your Sync User
Part 2: Configure Real-Time Sync (Optional)
Part 3: Configure Mixmax Insights (Optional)
Part 4: Set up custom objects (Optional)
Part 5: Set up API limits
Part 6: Set up your Role Settings for Salesforce
Part 7: Invite Workspace members to connect to Salesforce
Part 8: Connect your Mixmax account to Salesforce
Part 9: View your Workspace Activity Log
Congratulations!