Sync Users from Salesforce

• First Name
• Last Name
• Email
• Time Zone
• Salesforce ID

Ambition will attempt a one-time sync of a User's profile picture when the User is first added to Ambition.

Sync Salesforce Users

1. Open the left navigation and click Administration > People > Users.

2. Click the Add New User(s) tab and select Sync Users from Salesforce from the dropdown.

3. Search for and select the Salesforce User(s) that you wish to sync by checking the box next to their name.

A checkmark will fill the box to signify selection.

You can search for and select multiple Users at a time. Your selections will be preserved as you continue to search and select.

4. Click the green Sync (#) Users button.

Need to assign Manager/AdminPermissions? Click the top Directory tab, find relevant User and click the  icon in the rightmost field in the User Directory. . Set the Manager and/or Admin permission and then click Save Changes.