Sync Hierarchy from Salesforce

How do I sync user attributes from Salesforce into Ambition?

Can I enable Group Syncing with Existing Ambition Groups?

How do I configure Salesforce User Auto-Activation based on Filter Criteria?

 

Sync User Attributes from Salesforce to Ambition

Using Ambition's User Attribute Sync, you can automatically map over changes in user attributes from Salesforce to Ambition. Administrators can configure these sync settings for multiple Ambition User Fields at once (i.e. Roles, Permissions, Groups, Locations.).

Once the User attributes are mapped over to Ambition, any changes to the User's profile in Salesforce will automatically be reflected in Ambition.

If you have existing groups tied to scorecards in Ambition, read these additional directions. 

Note: If you wish to Map Users into specific Group Types - Location, Competition Team, Department, etc - ensure those Group Types exist in Ambition before attempting to sync.

Learn more about Groups and Group Types here.

 

 

Enable User Attribute Syncing

1. Open the left navigation and click Administration > Data > Integrations.

 

2. Click the Settings button to enter the Salesforce Integration.

 

3. Click on User Sync Configuration.

If you do not see the User Sync Configuration option, reach out to your CSM or gethelp@ambition.com.

 

4. Click Add to begin mapping your Salesforce User Attributes to the corresponding Ambition field.

 

Salesforce Fields: Salesforce User fields that contain the input value to map to Ambition. For example, when mapping to an Ambition group, choose the Salesforce field that contains the name of the group.

• These fields include any attribute found in your Salesforce account. In order to quickly find the correct field, begin typing to search by name.

 

Ambition Fields: Ambition user attributes that serve as the destination for the mapped value.

• Available fields consist of User permission levels and any Group Type available in your Ambition account.

 

5. Once you're finished mapping over the Salesforce User Attributes, click the Save Data Format button.

After your sync'd attributes are submitted, Ambition User data will automatically update whenever the selected fields are updated in Salesforce. 

 

 

Group Syncing with Existing Ambition Groups

These options are intended for Ambition/Salesforce customers who would like to automatically sync user attributes (e.g. UserRole assignments) from Salesforce objects to Ambition groups, but who already have Ambition groups tied to configuration like scorecards. If group names in Salesforce don't match those in Ambition, new groups will be created and the associated users will be reassigned in Ambition.

 

There are two options to help facilitate a sync when Ambition Groups already exist:

Option 1

If you can afford to change either the group names in Ambition to reflect those in Salesforce, or vice versa, this is the simpler option. You only need to be an admin of Ambition or Salesforce, depending on where you want to update the names. It is extremely important that you guarantee that the names in both systems match exactly.

 

Option 2

If changing group names in Salesforce or Ambition is not an option, you can use the following work-around to achieve the same configuration:

In this example, we'll be implementing the work-around for the UserRole object to map to Ambition Role-type group assignments

1. Add a custom, string-type field to UserRole (e.g. UserRole.Ambition_Name__c)
2. Set the value of this field for all UserRole records that have associated Ambition users. These values must match the corresponding group names in Ambition exactly.
3. Create a support ticket to re-sync User fields in Ambition, in order to recognize the newly created custom field
4. Within Data Configuration, configure the sync'd attributes as you normally would, but select the new custom field as the Salesforce field and Group: Role as the Ambition field
5. Submit the form

 

 

 

Configure Salesforce User Auto-Activation

Configure Filter Rules to Auto-Activate/Deactivate Salesforce Users in Ambition. If you'd like this advanced feature activated for your Organization, reach out to your CSM or gethelp@ambition.com.

 

Configure User Auto-Activation Filters

1. Open the left navigation and click Administration > Data > Integrations.

 

2. Click the Settings button to enter the Salesforce Integration.

 

3. Click on User Sync Configuration.

If you do not see the User Sync Configuration option, reach out to your CSM or gethelp@ambition.com.

 

4. From the Configure Salesforce User Auto-Activation section, enable Custom. 

If you are able to access the User Sync Configuration option but don't see the Configure Auto-Activation section, reach out to your CSM or gethelp@ambition.com.

 

5. Once Custom is selected, add a new filter by clicking the Add Filter button.

 

6. Select the fields that are relevant to this User Auto-Activation:

• Field = Select the Salesforce field to filter on. (In the example below, we chose Title.)
• Operator = Define how you want to filter the selected field. (In the example below we chose Equals)
• Value = Select the value to filter the selected field by. (In the example below we chose Account Manager.)

 

The Filter Summary provides a summary of the modifications that would be applied by the given filters, compared with the current number of active Ambition Salesforce users.

By selecting Title, Equals = Account Manager, the filter configuration loads a spot checker showing how many users in Salesforce will pass that criteria (27 Users in Salesforce pass this criteria, and there are 32 active Ambition user licenses)

 

7. Add additional filters as needed.

 

8. The Filter Spot Check provides a search bar to see if a specific user would pass the user activation filters. Type a user's name into the search bar to see if their respective username passes the filter configuration.

 

9. Automatically Deactivate Active Users Excluded from Filter.

This setting is Off by default. By turning On this setting, Ambition will automatically deactivate any users who don't pass the defined filters.

 

10. Automatically Invite Newly Active Users.

This setting is On by default, ensuring that any new users who pass the criteria are automatically invited to their Ambition profile.

Update the toggle to Off if you wish for new users to not be invited upon add.

 

11. Once your organization has enabled the appropriate the Auto-Activation configuration, click the Submit button.

 

12. These settings can be revisited at any time. The filters can be removed or changed as needed.

 

By default, newly created filters will only be used for Salesforce users that were edited or created after the filter changes. If you need filters applied to existing Ambition Users, reach out to gethelp@ambition.com