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Link your iAdvize and Salesforce users

There are two possibilities:

  • your users have both user profiles into iAdvize and into Salesforce: you can manually link their profiles together : option 1
  • your salesforce users do not have iAdvize user profiles: you can automatically create an iAdvize Agent based on your Salesforce users : option 2 (synchronisation)

Prerequisites

The User Page layout must be customized to display the iAdvize fields that allows the synchronisation between iAdvize and Salesforce users.

Read this article to know more about this step

Option 1: Manually link your existing iAdvize users to your Salesforce ones

1. Find the iAdvize Operator ID and SSO Token

  • Log-in to the iAdvize Administration platform
  • Click on People > Management
  • Find the agent you want to link to salesforce

1.1. Find the Operator ID of your iAdvize agent

With your mouse, hover the 🖋(pencil icon) at the right of the agent line. His Operator ID number will display at the bottom of your browser - see screenshot below:

 

1.2. Find the SSO Token

  • Click on the 🖋(pencil icon) - the agent user profile opens - then click on Password and on the SSO Token button
 

2. Update the Salesforce user profile with the iAdvize information

  • Enter the Setup menu
  • Go to Users > Users
  • Click on the Edit button of the user you want to update
 
  • Fill the SSO Token and Operator ID fields then click on Save
 

Option 2: Automatically create iAdvize agent based on your existing Salesforce users

The iAdvize agent will be created with the following mapping:

iAdvize
Salesforce
First Name
First Name
Last Name
Last Name
Email address
Email
User Name
Alias
 

⚠️ Note that to complete your user profiles you have to go to the iAdvize administration platform. For instance you may want to change or add the number of chats handle simultaneously, the skills, the language, the user profile to supervisor or administrator, etc.

 

On Salesforce, enter the Setup menu

  • Go to Users > Users
  • Click on Edit on the user you want to create an iAdvize agent profile with
 
  • Tick the sync checkbox. It indicates to Salesforce that this user profile must be created on iAdvize
  • Click on Save to trigger the process

⚠️If the email of the Salesforce user you are trying to synchronise already exists in iAdvize, the iAdvize agent will not be created.