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Map Salesforce and Account Engagement Usernames
If you have existing Account Engagement users, map them to their user record in Salesforce before you proceed with Salesforce User Sync. If users aren’t mapped, the system ignores those users and they don’t sync. For business units without User Sync, map users and then enable Salesforce Single Sign-on (SSO). Salesforce credentials are required to access Account Engagement.
- Open the user record that you want to work with.
- From the CRM Username dropdown, select the user’s Salesforce username.
- Save the user.
- Click verify now in the CRM Username row of the user record.
Repeat these steps for each user you want to map.
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