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Create an Account for CRM Integration
One of the great things about Salesforce Customer Identity is that it’s already integrated with your customer success platform. By driving identity on the same platform that you use for managing your customers and partners, you simplify your integration requirements while providing your users a better experience.
Your customers and partners are tied into the CRM data model within Salesforce. So when your users register or update their profile, you get a consistent view of them within your Sales and Service processes.
- In your developer org, switch to Sales.
- Click the Accounts tab.
- Create an account called Customers.
- Click Save.
To learn more, check out the Accounts and Contacts Trailhead module.
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