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Transfer User Management to Salesforce

After your Salesforce admin has assigned users to Account Engagement, your Account Engagement admin can map Salesforce profiles to user roles in Account Engagement. Then, the Account Engagement admin transfers user management to Salesforce to create an Account Engagement profile for users assigned from Salesforce.

Required Editions

Available in: Account Engagement business units created after July 20, 2020 or with Salesforce User Sync enabled before that date
User Permissions Needed
To transfer user management to Salesforce: Account Engagement Administrator role
  1. Open the Salesforce Connector page.
    • In Account Engagement, select Admin and then select Connectors. Click gear icon next to the Salesforce Connector, and select Edit.
    • In the Lightning app, select Account Engagement Settings and then Connectors. Click gear icon next to the Salesforce connector, and select Edit Settings.
  2. Click the User Sync tab.
  3. Review the default user roles for each Salesforce profile. If needed, use the dropdowns to change the assigned roles. You can come back and edit the profile-to-role mapping table later.
  4. Save your changes, and then click Opt In to transfer user management to Salesforce.

After user management is transferred, a profile is created for each user assigned in Salesforce. User changes in Salesforce typically take about 10 minutes to take effect.