Knowledgebase - Powered by Kayako Help Desk Software
Search for articles: To find answers to your questions, enter topics into the search bar below. For example, type: "How do I share contacts?" or "Notifications".



RSS Feed
Knowledgebase : CRMs and Integrations > Salesforce
   

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...