To keep user data up-to-date, you can synchronize your profile data from your source to Simpplr.
You can choose Salesforce, Workday, or Active Directory as the source.
Simpplr will synchronize user data from your selected source to Simpplr's People directory every night. This is controlled under Set up > Schedulers > SchedulerSimpplrServices.
If you select Salesforce, Workday, or Active Directory, there will be a list of fields with checkboxes. You can select the fields to sync with Simpplr, then click Save. All the fields selected to synchronize are not editable in Simpplr.
You can also add (up to) 5 additional fields to be synced from user syncing source into Simpplr and map them to a custom label in Simpplr. This data could then be used for segments or audience and optionally displayed on profiles.
When adding additional fields (in the modal) you will need to specify:
- Field to sync from
- Singular label (for example "Color")
- Plural label (for example "Colors")
- True/false if the filter should be displayed on the people listing
You can select and remove any of the additional fields but it would not be possible to edit or order these fields.
Please note that Birthday and Hire date are not available in Salesforce User records, these two fields can only be synced from Workday.
If Workday is selected, you can only sync with the fields that are present in Workday.
Additionally, if you select Workday, you will need to add the Workday base URL in remote Site settings in Salesforce. Please follow the instructions below:
- Log in to Salesforce as a System Admin, go to Set up.
- Search for “Remote Site Settings” on the search bar. Go to Administration Setup > Remote Site Settings.
- In Remote Site Settings: create a new Remote Site (in our case it will be Workday with Remote Site Url as the Workday base Url).
e.g. If Workday URL is https://simpplr.workday.com/api, the Remote Site URL is https://simpplr.workday.com
- Check the box next to Active and click Save.
If Active Directory is selected, you can only sync with the fields that are present in Active Directory.
If you want to sync your people data using Active Directory you will firstly need to add the relevant Remote Site Settings through Salesforce. Go to Salesforce Setup > Installed Packages > Post Install Setup.
In the Active Directory section select ‘Click here’ for point 1 and then ‘Save’ on the Remote Site Edit form. Then do the same for point 2.
To make sure all new changes in Salesforce, Workday or Active Directory get synchronized every night, go to Manage Applications > Setup > Schedulers, click on the drop-down arrow and select “Schedule” next to ‘SchedulerSimpplrServices’. A nightly batch process will be initiated to sync User details from Salesforce/Workday to Simpplr.
You can choose which fields to display in People profile (the page that you land on by clicking on the User’s name throughout the app). Once you have selected a field to be visible, you can choose whether you allow Users to edit that field by clicking on the "User Editable" box.
Please note that if the field is set to sync with Salesforce or Workday on the "User Syncing" page, it will not be editable by User.
If you want a field to be searchable, please make sure it is visible.
You can also add up to 25 custom fields from the “Custom Profile Field” drop-down menu. These custom fields are created in Salesforce User records. Please note that custom fields are not searchable.
If the field is HTML code, you can check the “Field is HTML” box. Simpplr will render the HTML. For example, if the custom field is:
Simpplr will display a clickable “Salesforce” link that takes People to Salesforce.
On this page, you can create custom People categories. The category you create here will become the title for a searchable field in the People advanced search (You will choose the actual options within the category later in the section People > People Category). From the People advanced search, you can select a category and retrieve a list of People in that category.
To create a custom People category, select the "Enable People Category" box and enter the name of your People category. You are required to enter both a Singular and Plural version of the name.
For example, if your company has many teams and the teams include people from different departments, you can create a "Team" category to make it easier to find people in a certain team from the People directory.
Once you have created a People Category, you will have to specify the options that appear within that category on this page. Users can select one of these options in the People advanced search.
Click “Add Category” and enter the option name to create a new category option. This will generate the different options that are possible to choose within the Custom People Category created earlier.
For example, if your custom category label is "Team", you will add "Team 1", "Team 2”, "Team 3" here.
You can edit or delete the category by clicking on the drop-down arrow next to the category.
Once the team is created, employees can select which team they belong to in the user profile.
This is how it will appear in the People search:
In this example, when you select one of the teams, you will see all the employees assigned to the selected team.
You can choose to Auto-assign a Simpplr License and User Permission Set on User Creation.