Salesforce

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 is jsmith@example.com.

  • In your data store, Janet’s mail is jsmith@example.com.

  • On the Attribute Mapping screen, you map the Email attribute to mail.

  • When the provisioning connector runs, the data store user is provisioned with an Email of jsmith@example.com. That matches Janet’s existing Email 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.

Lead and Contact record updates

Triggered when a change occurs to a user attribute that is mapped in the provisioning connector configuration.

Lead and Contact record deprovisioning

Deletion is triggered by any of the following:

  • A user is deleted from the user store.

  • A user is disabled in the user store.

  • A user is removed from the data store group or filter that is targeted by the provisioning connector.