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Accommodate Existing Behavior and Workflows Here are some of the topics discussed in this episode. He also helped grow Inkling Habitat, a cloud-based authoring environment for writers and publishers. Mixmax was founded in 2014 and received a $1.5 million seed investment round from a number of individual investors in April 2015.Īfter finishing his engineering degree in France, Olof previously worked at Skype and McKinsey. This will show me sent email activities (new and replies) as well as call tasks from my team that were completed within the last 30 days.Olof Mathé is the CEO and a co-founder of Mixmax, a company that is “bringing the power of the Web to email” by creating richer email experiences with embeddable Slack-style commands to trigger polls, video, calendar invites, and more without leaving the message. Here's a sample report setup to show completed Mixmax activities for the past 30 days: Simply include a filter option for Completed Date when building your report.
MIXMAX STATUS UPDATE
Now that you have built a process to update a custom Completed Date field, you can build a Salesforce report on sent emails and completed tasks for a specific time frame using the Completed Date field.
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select All of the conditions are met (AND).create the condition below for when the Description field contains Insight provided by Mixmax.This would allow you to use the Completed Date field to build a report for not only completed tasks, but also, for synced sent email messages. We would recommend doing the same for any email activity synced from Mixmax by adding another Criteria. next, we'll select to update the Completed Date field, choose Formula under Type, then click on Build a formula and type in TODAY() in the text field below.under Criteria for Updating Records, select No criteria - just update the records!.under Record Type , choose the option for Select the Task record that started your process.select Update Records under Action Type.click on Yes under Advanced to execute the action only when the specified change is made.create the condition below for when the Status field is set to "Completed".select All Conditions are met as desired criteria.Next, click on Add Object, select Task, and select when a record is created or updated to start the process.Next, give your process a name, description, and select A record changes as trigger for the process, then Save.Once the Process Builder opens up, click on New to start a new process.Go to Setup and search for Process Builder in the Quick Find.Next, we'll create a Process Builder automation to update the custom field "Completed Date" with today's date anytime someone completes a task activity. In our example, we created a field called "Completed Date": To start, you would have to create a custom date field on the Activities object. Then, we will use this "Completed Date" field to build a report that will tell us the number of activities the team has completed in a specified time frame Create a custom field called "Completed Date" We will then use the Process Builder in Salesforce to build an automation that will automatically update the "Completed Date" field with today's date anytime someone completes an activity. In the example below, we created a custom field on the Activities object called "Completed Date". But there isn't an easy way to know the exact date & time when a task was completed. Salesforce tasks have a "Last modified date" field. You can build a report in Salesforce using the synced data to get insight into the daily activities that your team completes. With Salesforce connected in Mixmax, your team's daily activities can now sync to Salesforce ensuring that important correspondence with prospects and customers are visible and accessible directly within Salesforce. Build a Salesforce Report to track activities completed daily by your team