How Do I Sync Users from Salesforce?

Last updated: November 12, 2026

If your organization uses the Salesforce integration, you can add employees directly from Salesforce instead of manually entering their details. After a user is synced, Ambition keeps their first name, last name, email, Salesforce username, time zone and Salesforce ID in step with Salesforce. Ambition will also try a one-time sync of the user's Salesforce profile picture when they are added.

Required permissions:

  • The Users: Create permission is required to sync users from Salesforce.

Select the Users to Sync

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

  2. Make sure Sync Users from Salesforce is selected in the Choose Creation Method drop-down menu. On some accounts this option is named Sync Users from Integration.

  3. Search for each person and tick the checkbox next to their name. Your selections will stay checked as you keep searching.

Sync the Selected Users

  1. Uncheck Send Invite Email(s) (or Send invitation emails) if you don't want the new users invited yet.

  2. Click on Sync [number] Users.

Note:

  • If your organization uses Salesforce User Auto-Activation, the sync option won't appear. Only Salesforce users who match your Auto-activation criteria will be added.

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