Configuring User Management from Salesforce

    The Magentrix 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 Magentrix portal directly within Salesforce.

    After installing the package, follow these steps in Salesforce:

    1. Navigate to Customize > Contact > Fields and then click the "Community Role" field. Add/update the picklist values to match exactly with all the Customer and Partner security roles you have in Magentrix. The values are case-sensitive.
    2. Navigate to Customize > Contact > Page Layouts and update all community-related page layouts to have the "Community Access" checkbox field and "Community Role" picklist field visible.


    Contact your Magentrix representative to continue configuration of the feature.

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