Set Up Salesforce Single Sign-On for Account Engagement
If you don’t use Salesforce User Sync, manually enable Salesforce single sign-on (SSO)
to allow users access to Account Engagement. SSO lets users log in to Account Engagement with
their Salesforce credentials.
Required Editions
Available in: All Account
Engagement Editions
Before you enable SSO for users, make sure they’re mapped to the correct Salesforce
username.
Open the Users page. Select Admin (Account Engagement
Settings in the Lightning app), and then User Management | Users.
Select the users who need SSO enabled.
From the dropdown under the table, select Enable Salesforce single
sign-on.
After SSO is enabled, users log in and out of Account Engagement with their Salesforce
credentials. If a user signs out of the Account Engagement app, their Salesforce session can
still be active. To completely log out, users must log out of Salesforce.
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