Lead and Contact management
The Salesforce Contacts Provisioner links users from a data store to Lead or Contact records in Salesforce. The behavior of each provisioning capability is described below.
Synchronizing existing Lead and Contact records
The provisioning connector synchronizes users from the data store to Salesforce based on the Email
attribute.
When you configure the attribute mappings in your service provider connection, you can set up synchronization by populating the Email
attribute with a matching attribute from the data store.
For example:
-
In Salesforce, Janet’s
Email
isjsmith@example.com
. -
In your data store, Janet’s
mail
isjsmith@example.com
. -
On the Attribute Mapping screen, you map the
Email
attribute tomail
. -
When the provisioning connector runs, the data store user is provisioned with an
Email
ofjsmith@example.com
. That matches Janet’s existingEmail
in Salesforce, so her information in the data store is synchronized to her Salesforce account.
Lead and Contact record provisioning
Triggered by any of the following:
-
A user is added to the data store group or filter that is targeted by the provisioning connector.
The target is determined by the Source Location screen in the provisioning connector configuration.