How do I push tasks to Salesforce (SF)?
You can push tasks from Mindmatrix to Salesforce as long as the following conditions exist:
- The Contact that triggers the to-do task exists in Salesforce and in Mindmatrix
If a contact is not owned by a user in Salesforce, then the task will still get pushed to their to-do list. If you are a marketing administrator, ensure that the right contact gets the correct to-do task by verifying contact ownership before you push the task. To learn how to do this, please check our Knowledgebase for articles on how to build Workflows in Mindmatrix.
I see my contact in SF but how do I know it exists in Mindmatrix?
- This is a contact owned by a User in Mindmatrix.
This is a shared contact that exists in a User's Mindmatrix account. As long as this User can see this contact in both Salesforce and Mindmatrix, they will be able to receive the task associated with it in Salesforce.
This user can receive notifications for both shared and owned contacts as long as they also have access to Salesforce. Remember, that access in Salesforce is based upon permissions and ownership. Make sure that your User owns a contact, or has access to this contact.
Related Articles
How to get started with CRM TODO / activity in Salesforce
Reference this article to get started with ToDo notifications from Mindmatrix. https://helpdesk.mindmatrix.net/portal/kb/articles/create-smartlist-todo-notificationsl This article will display how todo activities are generated for Salesforce. ToDo ...
How to adjust your CRM Push setting
Posted by The Team at Mindmatrix on 01 May 2018 05:55 PM To adjust your CRM push setting, visit "Setup -> CRM -> Settings" This will bring you to the lead scoring page. Use the tabs in the upper right hand corner to navigate to push settings for ...
How do I integrate my Salesforce communities account with Mindmatrix and activate the SSO connection?
Before you integrate your Salesforce communities account with Mindmatrix, you will need the Mindmatrix app package installed within Salesforce. User requirements: You must be an Admin in Salesforce Communities with an access to integrate with third ...
How do I setup opportunity sync to Salesforce?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. How to setup opportunity sync to Salesforce Step 1: Go to Setup > CRM > CRM Step ...
Answers to Popular Questions about CRM Integrations
Posted by The Team at Mindmatrix on 27 April 2016 03:09 PM If your CRM (or PSA) is integrated with your Mindmatrix account, you probably have a few questions. Here are a few things you should know about your integration with Mindmatrix: Adding new ...