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emfluence_configuration [2017/09/01 07:46] procore |
emfluence_configuration [2017/09/01 08:58] (current) procore |
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| 9 |Configure API Settings - continued|Click "Save API Settings"|{{:api_settings.png?200|}}| | | 9 |Configure API Settings - continued|Click "Save API Settings"|{{:api_settings.png?200|}}| | ||
| 10 |Map Users|Click "Sync Users"|{{:user.jpg?200|}}| | | 10 |Map Users|Click "Sync Users"|{{:user.jpg?200|}}| | ||
- | | 10 |Map Users - continued|In the drop down list next to the Salesforce User's name, select the emfluence user you wish to map to and click the check mark button|{{:usermap.jpg?200|}}| | + | | 11 |Map Users - continued|In the drop down list next to the Salesforce User's name, select the emfluence user you wish to map to and click the check mark button|{{:usermap.jpg?200|}}| |
+ | | 12 |Map Users - continued|Review your selections in the Mapped User table. You can remove a mapping by clicking the red "x" button|{{:usermapconfirm.jpg?200|}}| | ||
+ | | 13 |Map Users - continued|Save your selections by clicking "Save User Mapping"|{{:usermapconfirm.jpg?200|}}| | ||
+ | | 14 |Map Groups|Click "Sync Groups"|{{:croups.jpg?200|}}| | ||
+ | | 15 |Map Groups - continued|Select the emfluence Groups to sync to Salesforce and click "Add Groups"|{{:groupselect.jpg?200|}}| | ||
+ | | 16 |Sync Contacts|Click "Sync Contacts"|{{:synccontact.jpg?200|}}| | ||
+ | | 17 |Sync History|Click "Sync History"|{{:synchistory.jpg?200|}}| | ||
+ | | 18 |Finish|Click "Continue"|{{:finish.jpg?200|}}| | ||
+ | | 19 |Finish|All of these settings can be updated by a System Administrator by navigating to the "Emfluence Admin" tab|{{:admin.jpg?200|}}| | ||