Challenge/Background:
We have Opportunity records in Salesforce with lead contacts types that then turn into normal contact types once the Opportunity is Closed-Won. Those contacts then get created in our SaaS product which get pushed to PX. In addition to the core contacts from our Salesforce Opp records, we have new contacts created in our SaaS Product, but are not accounted for in SalesForce yet -- which is problematic.
Open Questions:
- Can we create a new user in our SaaS product, push it to PX, then push the record from PX to SFDC if there’s no record yet in SFDC?
- I can see with the SFDC<>PX Integration, there’s push/pull options for various fields, but is this possible if the user record only lives in PX and not SFDC?
- What is the best way to ensure all users in PX match in Salesforce?