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 YOUR BROWSER IS
BLOCKING POP-UP WINDOWS. The recommended browsers for...
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 ...
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 and click on Show advanced
settings.
3. Click the Content Se...
* 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 "Contacts" and then
"Fields".
* Scroll down to the ...
To send a Mindmatrix Email from salesforce, click on the AMP tab.
From there, either click on a contact in your activity feed, or choose
"communicate with prospects" in the Quick Links section.
From there, select your email settings as...
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 that you wish to add to a playbook.
On the contact or lead's info pa...
To send a Mindmatrix Email from salesforce, click on the AMP tab.
From there go to the Quick Links tab and choose either "Create Print
Asset" or "Create Presentation" depending on the type of asset that
you want to create. For this tutorial we will crea...
SALESFORCE INTEGRATION
salesforce Integration
Integrating your CRM tools with your Marketing Automation Platform is
a powerful way to streamline your business processes and align your
marketing and sales departments.
To get you started, we've w...
OPPORTUNITY FIRST IMPORT
Feature:
This feature will display a checkbox when the opportunity import has
completed initial processing.
Who will be using this?
Administrators
Benefits:
Admins can see when initial import is complete and check ...
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 during salesforce authentication setup. (See...
Reference this article to get started with TODO notifications from
Mindmatrix.
http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/507/0/how-do-i-create-smartlist-notifications#gsc.tab=0
[http://my.mindmatrix.net/index.php?/Knowledgebase/Articl...
