How Do I Add a Salesforce ID to an Existing User?

Last updated: November 13, 2026

Users who were added by hand, or before your Salesforce integration was set up, may not have a Salesforce ID linked to their Ambition account if their Ambition and Salesforce details don't match. Without that ID, their Salesforce activity won't count toward their metrics. Use the steps below to add a missing Salesforce ID so a user's activity data will start appearing in Ambition.

Required permissions:

  • The Users: Create permission is required to sync users or upload a user CSV.

Add the ID by Syncing from Salesforce

  1. Go to Admin --> People --> Users and click on Create New User.

  2. Select Sync Users from Salesforce from the Choose Creation Method drop-down menu.

  3. Search for the user and check the box next to their name.

  4. Uncheck Send Invite Email(s) and click on Sync [number] Users.

Note:

  • Only use the sync method if the user's Salesforce username matches their Ambition username. Otherwise, Ambition will create a second account.

Add the ID with a CSV Upload

  1. Filter the user list to the users who need an ID and export it with Actions --> Export CSV.

  2. Add a column for the Salesforce ID and fill in each user's 18-digit Salesforce ID.

  3. Upload the file with the Upload Users method and map the new column to the Salesforce ID attribute.

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