+7If an email address on an existing Community user record gets updated, will it sync to the matching email address in Salesforce?
Here’s what I want to happen:
From: User123 with email ABC matched to Salesforce Contact with email ABC
Action taken: Update email for User123 to email XYZ
To: User123 with email XYZ matched with the new Salesforce contact with email XYZ.
Does this happen automatically or are there steps that need to be taken to re-sync or re-match the user?
Best answer by DannyPancratz
I’ve been investigating this with the Support team and testing out solutions over the past few days.
Here’s what I have found.
While this is not automated by the Insided-Salesforce integration, you can successfully achieve the desired result by following these steps.
As noted above, you’ll likely need the right permissions to facilitate step 2. Additionally, you’ll need a contact created in Salesforce for the new email address.
Or alternatively, you could probably update the original salesforce contact record to be associated with the new email and the appropriate account for that company.
+7I’ve been investigating this with the Support team and testing out solutions over the past few days.
Here’s what I have found.
While this is not automated by the Insided-Salesforce integration, you can successfully achieve the desired result by following these steps.
As noted above, you’ll likely need the right permissions to facilitate step 2. Additionally, you’ll need a contact created in Salesforce for the new email address.
Or alternatively, you could probably update the original salesforce contact record to be associated with the new email and the appropriate account for that company.
If I update the email address in the inSided user profile and then go into the community member in SFDC (via the previous email as that’s what’s still attached to the member) and update to the new Contact and associated Account, what happens to the community activity that’s showing in the old Contact? Does the activity get overwritten when I update the Contact and Account in SFDC?
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