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Simpplr automatically pulls in user profile information from Salesforce user objects when Simpplr is installed.
On a nightly basis, Simpplr can import user data from Salesforce, Workday, or Active Directory, UKG or Okta to sync any new changes.
You can select which fields to sync from Salesforce by going to Manage > Application > People > User syncing.
The following profile fields can be synced (depending on the data source you're syncing from):
- First Name
- Last name
- Title
- Community Nickname
- About Me
- Employee Number
- Manager
- Department
- Division
- Company name
- Street
- Postal Code
- City
- State
- Country
- Phone
- Extension
- Mobile Phone
- Fax
You can also create up to 25 custom fields at the bottom of the Profile fields page.
You can select which fields are visible in the user profile at Manage > Manage application > People > Profile fields. From this page, you can select whether a field is user-editable. If the field is set to synced with Salesforce, Workday, Active Directory or Okta, it cannot be user-editable.
To make sure Simpplr syncs nightly, go to Manage > Manage application > Setup > Schedulers and click Schedule next to SchedulerSimpplrServices.
If you have made changes in Salesforce and want the change to appear right away instead of waiting for the nightly sync, you can click on Run now to trigger the sync straight away.
Comments
Is it possible to not show cell phone numbers on profiles? Our company has many people who would like text messages for alerts but don't want to share their numbers on their profiles.
Hi Ella. In short, yes, it is totally possible.
I made this video to help answer your question in more details with good visuals. Apologies for the muffled audio. I'm not sure how that happened. Let me know if this helps!
Matthew Rawls this is a really helpful video! As the app manager I seem to be able to edit pretty much every aspect of someone's profile including adding a mobile number to their profile, but I can't seem to add one to subscribe them just to SMS alerts. Is it possible to do that? (I'd like to make sure folks get emergency SMS alerts and we do have everyone's mobile number, but I don't want to have to make folks display them if they don't want to!
Hi Carline. Mobile number is controlled by your people data source. So if someone doesn't have their mobile number mapped via people data, it won't be on the profile.
Thanks Matthew. That wasn't my question though. While I know that some user information is pulled from our people data source, some fields are user editable. Mobile number is one of the fields currently user editable on our intranet. So my question is why I have the ability as the app manager to update that user editable field in someone's profile, but I can't put someone's number in to recieve SMS alerts. (Per Ella's question above, we want people to recieve an emergency SMS if needed, but don't want to publish everyone's mobile numbers on their profiles).
Caroline, in Manage > Application > Defaults, you can enable SMS notifications. However, users can also control whether they want to receive SMS notifications at the profile level. In short, you can add mobile numbers and keep them hidden from user profiles, but if someone has disabled SMS notifications from their settings, you can't overwrite that, even for emergency alerts.
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