If you don’t use Salesforce User Sync to manage users, you can create users in Account Engagement. To access the app, users must be linked to a Salesforce user and have Salesforce
single sign-on (SSO) enabled. Before you add Account Engagement users, verify that they have
Salesforce credentials.
Required Editions
Available in: All Account
Engagement Editions
User Permissions Needed
To create a user:
Account Engagement Administrator role
To simplify user management, we recommend using Salesforce User Sync. When Salesforce User
Sync is set up for your business unit, you create and manage users in Salesforce.
Open the Users page. Select Admin (Account Engagement
Settings in the Lightning app), and then User Management | Users.
Click + Add User.
Enter the user’s first and last name.
Enter the user’s unique email address. The email address must be unique across all Account Engagement business units.
Select a Salesforce user.
To ensure that the user can access Account Engagement, select Use Salesforce
single sign-on.
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