How Do I Automatically Create Accounts for Salesforce Users?

Last updated: November 12, 2026

User Auto-Activation adds and removes Ambition users based on filters you set on Salesforce user fields, such as their title, assigned manager, or location. Once the user Auto-Activation feature has been turned on, Ambition will activate users who match and can deactivate users who don't.

Required permissions:

  • The Integrations: Edit permission is required to set up User Auto-Activation.

  • The Organization: Edit permission is required to turn on the Salesforce User Activation Management feature.

Required features:

  • The Salesforce User Activation Management feature is required to use User Auto-Activation.

Turn On the Salesforce User Auto-Activation Feature

  1. Go to Admin --> Features.

  2. Turn on the Salesforce User Activation Management toggle.

  3. Click on Save.

Add User Activation Filters

  1. Navigate to Admin --> Data --> Integrations.

  2. On the Enabled tab, click on the Salesforce integration.

  3. In the side menu, click on User Sync Configuration.

  4. Under User Auto-Activation, switch the toggle from Default to Custom.

  5. Click on Add Filter and select a field, an operator, and a value from the drop-down menus, such as Title, Equals, Account Manager.

  6. Optional: Click on Spot Checker to see a Filter Summary of how many users pass, or use User Check to test one user.

Choose Automated Invites and Automated Deactivation Settings

  1. Turn the Automatically Deactivate Active Users Excluded from Filter toggle on or off. It will be off by default when you add custom filters.

  2. Turn the Automatically Invite Newly Active Users toggle on or off. It's on by default.

  3. Click on Submit.

Note:

  • New filters only apply to Salesforce users created or edited after the change. To deactivate users who are inactive in Salesforce, add the filter Active Equals True. Contact GetHelp@Ambition.com to apply filters to existing users.

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