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User Integration - Salesforce

Darylen Carroll
Darylen Carroll
  • Updated

This article is to understand Salesforce Integration.

Users in Allbound belong to Companies in Allbound.

All users must Self-Register in Allbound and are placed in the appropriate company based on white-listed domains (or manual assignment).  

 

When a User self-registers, after email verification;

The Allbound Integration will send the details from the User Registration Form to Salesforce, along with the details on what Partner Account they should belong to in Salesforce.  

 

If the Contact does not exist in Salesforce under specified Partner Account;

The Allbound Integration will create a new Contact under the appropriate Partner Company

 

If the Contact does exist in Salesforce under specified Partner Account;

The Allbound Integration will update and sync to the existing contact. 

 

Partner_Contact_Integration_-_Salesforce.svg

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