Field for Import criteria: choose a field to filter leads into Mindmatrix. Leads will flow automatically into your Mindmatrix account from SF. Using a filter will allow specific types of leads to sync with Mindmatrix. Value to Import: the value for ...
You can configure additional color or branding options within the PRM itself. However, most color and widget options are found within Mindmatrix Dashboard Setting options. Such as: Widget colors Background colors of widgets Dashboard banner settings ...
In Mindmatrix, you can personalize assets with your branding details. For users that have Salesforce PRM accounts and use the Mindmatrix app, you can update your logo and contact details in the branding section of your PRM. These instructions will ...
You can select multiple widgets from Mindmatrix to include within your Salesforce PRM portal page. This article details the widgets supported by Mindmatrix. If there is a widget you would like to select that is not listed as available, please email ...
Before you integrate your Salesforce PRM account with Mindmatrix, you will need the Mindmatrix app package installed within Salesforce. User requirements: You must be an Admin in Salesforce PRM with an access to integrate with third party ...
In order to utilize the Mindmatrix partner dashboard within Salesforce PRM, you must have an integration between Salesforce and Mindmatrix. In order to setup a dashboard, you need to have Super Admin access enabled by an administrator for your ...