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 > 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
- Community Nickname
- About Me
- Employee Number
- Company name
- Postal Code
- Mobile Phone
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.