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Market to Your Customers with Account Engagement
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          Update Profile and Role Mapping

          Update Profile and Role Mapping

          Salesforce User Sync includes a Map Salesforce Profiles to Account Engagement Roles table on the User Sync tab Account Engagement Settings. An Account Engagement admin can use the table to remap these roles at any time.

          Required Editions

          User Permissions Needed
          To edit Salesforce User Sync mappings: Account Engagement Administrator role
          1. Open the Connectors page.
            • In Account Engagement, select Admin and then select Connectors.
            • In the Lightning app, select Account Engagement Settings and then Connectors.
          2. Click gear icon next to the Salesforce connector, and then select Edit Settings.
          3. Find the User Sync section.
            • In the Lightning app, click the User Sync tab.
            • In Account Engagement, scroll to Salesforce User Sync.
          4. Use the dropdowns to map Salesforce profiles to Account Engagement roles.
          5. Save your work.

          When you update a profile’s mapping, all assigned Account Engagement users with the Salesforce profile are given the new role within 10 minutes. If you have tens of thousands of users, the sync can take up to an hour.

           
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