When done testing, you’ll need to disconnect from the Sandbox by going back to the integrations page and clicking the disconnect button for the Salesforce integration. New messages are marked as "Sent (New): "Ĭonnecting to your live Salesforce when done testing.Using Salesforce Real Time Sync (ideal if you are making large amounts of API calls)īased on which events you select to sync to Salesforce in your CRM & Team Live Feed settings you will see the following behavior in your newly connected Salesforce Sandbox for users who have the sync enabled. Please read our documentation on the types of sync which can be setup and how they function now that you are connected. Mixmax will now sync all actions to your Salesforce Sandbox just as it would to your production instance. Once the Sandbox toggle shows `Yes`, click the connect button and authenticate to your Salesforce Sandbox and you’re good to go! In the case of multiple Sandbox account, the username which you are logged into Mixmax will connect to whichever Salesforce Sandbox which it is associated. To connect to a Salesforce Sandbox, first make sure that you’re disconnected and click the toggle to enable the Sandbox connection. Once confirmed that the user connecting to the Sandbox is not your active Salesforce Sync user, connect them via the steps below.You will then see who your organization’s current Salesforce Sync User is here:
To do so, have your current Mixmax organizational administrator go to the Integrations Menu within their Account and Billing section.
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With no current sync active, you are free to connect any individual user(s) to the Sandbox for testing. In this case, you are likely connecting to the Salesforce sandbox to test the integration prior to deploying the integration to a larger user base. Prior to connecting a user, it is important to understand which of the below use cases apply to your organization.Ī) Your organization has no previous active sync between Mixmax and your production Salesforce instanceī) Your organization has a current active sync between Mixmax and your production Salesforce instance (requires special care) For (A) SDRs, AEs, Full-Cycle reps, AMs, CS reps, and their managers all have access to features to optimize the. Salesloft was built for the entire revenue organization. Make your AEs and CSMs more productive, directly from Gmail. We eliminate busywork and enable real engagement. Click on the connect button and authenticate to Salesforce and you’re ready to go! In the case that you'd like to connect to a Sandbox for testing prior, please see the below. The 1 Sales Engagement Platform for Gmail. Connecting Mixmax to Salesforce can be done via your integrations page.
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