How do I add new profile fields to the User Profile that get populated via our SFDC integration? Right now we are pulling CSM and their Experience (Customer, prospect, partner). Thanks!
Best answer by DannyPancratz
View originalHow do I add new profile fields to the User Profile that get populated via our SFDC integration? Right now we are pulling CSM and their Experience (Customer, prospect, partner). Thanks!
Best answer by DannyPancratz
View originalyou’d need to automate the completing of them via a tool like Zapier, Workato, etc. I’m not aware of anything in the Salesforce integration that will do this automatically for you. It just links the contact and the account record for salesforce tracking and the engagement dashboard.
First, you’d add the custom profile fields to the profile setup
Next, the Salesforce integration would sync the community profile with their contact
Then the work you need to do comes in:
We’re not doing this as profile fields, but rather custom user roles for Account Type (plus something similar for a few companies).
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