Sync Users from Salesforce

What user information is synced from Salesforce into Ambition?

How do I sync users from Salesforce?

How do I automate the user syncing process?

User Information

• 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 + Create New User button.

3. Ensure Sync Users from Salesforce is selected in the Choose Creation Method dropdown. If your organization uses our Salesforce integration, "Sync Users from Salesforce" will be the default option.

4. 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.

5. Click the Sync (#) Users button.

Need to assign manager or admin permissions? Click Admin > People > Users, find relevant user and click the  icon in line with their name. Set the manager and/or admin permission and then click Save Changes.