General and Classic
MindMatrix Package Installation Documentation :
Latest Package link : https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0o000003bT6r Password: Get it from the MM team in Secure Way. After clicking on the link, it will ask for your SFDC username and password. Enter your username and ...
SFDC: CRM Sync Setting and Integration
The sections and functions related to CRM Sync Setting and Integration are listed below: COMMON SECTION: Please review below for the functions and its description: 1. Time Interval: It essentially illustrates how long synchronization should take. 2. ...
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 ...
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 ...
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 do I add remote site settings to my Salesforce account?
Adding Remote Site Settings in your Salesforce account. Feature: For customers who have a custom domain, you may need to add a remote site to your salesforce settings. Who will be using this? Administrators using the salesforce authentication setup ...
How do I create assets in Salesforce?
Login to Salesforce then click on your application launcher. Choose MM Assets (we recommend adding this to your default navigation). Click "Customize" on an asset template similar to the asset you would like to create. Name your asset then click ...
How do I add a contact to a playbook from Salesforce?
Posted by The Team at Mindmatrix on 25 February 2022 03:14 AM Click on the Contact or Leads tab and select your contact or lead record you would like to add to your Playbook. For this tutorial we will choose leads. From there, click on the lead ...
How to add custom fields to Salesforce to map to Mindmatrix custom or contact fields?
Posted by The Team at Mindmatrix on 06 August 2015 05:19 AM Log into your SF admin account and on the right-hand side, click on the “Setup” Now on the far-left side of the page, click on “Build” and then “Customize”. In the menu that opens, select ...
I use Google Chrome and I can't log into Mindmatrix from Salesforce--what should I do?
Posted by The Team at Mindmatrix on 10 January 2014 04:26 PM Google Chrome Users can turn on third-party cookies in the Settings > Privacy section of their web browser. 1. In the options menu, click on Settings. 2. Scroll to the bottom of the window ...
I am having trouble sending emails through Salesforce, what should I do?
Posted by The Team at Mindmatrix on 15 November 2013 05:42 PM If you are working with Salesforce Mindmatrix Integration, and are having trouble accessing the email editor, the most likely cause is that you are using Internet Explorer 9 or lower or ...