Configuring User Management from Salesforce

    The FalconTech package for Salesforce installs new components and attributes. For some features to be enabled, you will need to manually make changes in your Salesforce instance.

     

    User Management from Salesforce

     

    The user enablement from Salesforce feature allows you to enable and disable users in your FalconTech portal directly within Salesforce.

    Follow these steps in Salesforce:

    1. Navigate to Customize > Contact > Fields and then click the "Community Role" field. Add new picklist values that match all the Customer and Partner security roles you have in FalconTech.
       
    2. Navigate to Customize > Contact > Page Layouts and add to all community-related page layouts to have the fields "Community Access" and "Community Role".

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