Optional Set Up Instructions
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      3. Optional Set Up Instructions

      How to import Consensus Users into Salesforce (& Secondary Email)

      The Consensus Salesforce Plugin uses the each Consensus Users email address to connect to their Consensus UUID in order to pass over the needed permissions for them to access the SFDC Plugin. This can be done under the Consensus Users Info tab within the Consensus Integration in Salesforce.

      • If you are using the Secondary Email features within the Consensus Salesforce Professional integration, your Users will need to have their Secondary email setup as the Consensus Email within Salesforce. 
      Consensus Users Info

       

      Below are instructions on how to use the Import functionality within Salesforce to add your Consensus Users using a CSV upload.

      • Getting a list of Users from Consensus
      • Importing Consensus User Emails into Salesforce

      Getting a list of Users from Consensus

      1. Click on Settings in the lower left-hand corner and select 'Manage Users & Access'
        Manage Users & Access

         

      2. Within the 'Users' tab you will see the 'Manage Users Report'. Select this button to download the report that will contain the Consensus Users emails for your Users.
        Manage Users Report

         

      You can now use this CSV along with the Users Salesforce Email to add their Consensus Emails within Salesforce.

      Importing Consensus User Emails into Salesforce

      1. Go to the Consensus User Info tab and click on the “Import” button.
        “Import” button

         

      2. Select the “Custom objects” tab and click on the “Consensus User Info” object.
        Custom Objects > Consensus User Info

         

      3. Select one of the possible actions. (In this example we selected “Add new records”)
        Possible Actions

         

      4. Import the CSV file and click the “Next” button.
        Import CSV > “Next” button

         

      5.  Click on the “Map” button.
        “Map” button

         

      6. Select “Salesforce email” field and click on the “Map” button.
        Salesforce email > Map

         

      7. Click on the “Next” button.
        “Next” button

         

      8. Click on the “Start Import” button.
        “Start Import” button

         

      9. Click on the “Ok” button and wait till the import is finished (Status will show 'completed').
        “Ok” button > Completed

         

      The final step is to click the 'Test' button within the Consensus Configuration page to ping your Consensus Account and pull in each Users UUID.

      Load Consensus Data

      Your Consensus Users will now be included for your Users and they can now connect via the Consensus Salesforce Professional integration.