#BOX SYNC SETTINGS HOW TO#

If you want to make sure no activity syncs for your admin or executive group while still enabling syncing for end-users

#BOX SYNC SETTINGS HOW TO#

We have more details on how to install the package here. You may also want to consider using the managed package if you have many other services that rely on using bulk API calls. You can learn more about setting up a sync user here. We strongly recommend setting a sync user, which will drop the number of API calls Mixmax uses even more significantly. Beyond that, there are additional aspects of the Salesforce integration to consider, especially if you have five or more people using the Mixmax Salesforce integration. Mixmax already does as much as possible to limit the amount of API calls utilized. If you want to minimize API calls used by your organization This is because one activity can only be associated with one opportunity. If you choose to sync with all opportunities on the account this will create additional activities in each opportunity. Here's what your settings might look like if keeping usage low is important to you.Īlso, consider which opportunities you'd like to sync with. This becomes really useful if you are tracking opens and clicks to Salesforce as those add up the quickest.

We would recommend checking the box to only sync the first of each type of activity. Remember Mixmax will still track the activity for you and your team to reference, even if you are not syncing activities like opens and downloads into Salesforce. If this is the case for you, think carefully about what activity is essential to have in Salesforce. If you want to minimize the amount of data used in Salesforceįor some customers, reducing the amount of data synced can be really important. Below we've listed recommendations for how to configure your settings based upon specific use cases. With our Salesforce integration, our customers have different options depending on what matters most to you and your team.

Box sync settings