Note: You need admin privileges in both SalesScreen and Salesforce to carry out this approach.
How to Manually Sync Users from Salesforce
You can manually import users from Salesforce into SalesScreen to ensure only the right people get access. This approach gives you full control over which Salesforce users are added to SalesScreen.
Note:
You need admin privileges in both SalesScreen and Salesforce to perform these steps.
Step 1: Navigate to the Salesforce Integration
In SalesScreen, go to Manage in the left sidebar.
Click Integrations.
Find the Salesforce integration and click Manage.
Step 2: Open the Users Tab
In the Salesforce integration dashboard, click the Users tab at the top.
Step 3: Select and Import Users
You’ll see a list of all users available from your connected Salesforce account (if your integration is set up correctly).
Check the box next to the user(s) you want to import.
Click Import users at the top right.
Tip: You can select all users on this page if you want to import everyone at once.
Additional Notes
If you don’t see any users, make sure your Salesforce integration is connected and authorized.
Imported users will appear in SalesScreen and can be assigned to teams as needed.
If you want to have full control and avoid automatic syncing, ensure the “Automatically sync users” setting is disabled in your Salesforce integration settings.
FAQ
Q: What if the user already exists in SalesScreen?
A: The system will map the Salesforce user to the existing SalesScreen user, provided the email addresses match.
Q: Can I import all users at once?
A: Yes, simply check all users in the list and click Import users.
Q: What permissions do I need?
A: Admin access in both SalesScreen and Salesforce is required.