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Note:
The information in this article applies to users who have been synced via CSV file, and NOT from the syncing source Salesforce or another syncing source.Since employee number and email address are both values that can be used as unique identifiers in Simpplr to match users with your user-syncing.csv file, you will need to change the data in Simpplr to match the new data in your CSV file (whichever field you use as unique identifier) in case they change for any reason.
App managers can change these values directly through the Manage > Application menu and the user's Simpplr profile.
- First, to change an employee number, uncheck the box for employee number in Manage > Application > People > User syncing. Then click Save.
- Head to a user's profile, then select Edit profile > Employee number, similarly, to change an email address, find the Email address field. Update the value in the field to match the CSV file and click Update.
- Head back to Manage > Application > People > User syncing and recheck the Employee number box in Fields to sync. Then click Save.
If your org is not using employee number as a value (i.e., the field is not checked in Manage > Application > People) this field won't appear to End users. Only App mangers will see it.
Comments
Hi Jason,
We have a fairly large set of users we need to update e-mail addresses for -- an entire division is changing how their emails are structured. I have a KB article that describes how to use the dataloader to update all the e-mails at one time on the Salesforce side, but my understanding is that updating the People directory will take an additional step.
This KB article describes how we can manually edit a users' profile, but this would be a one-by-one thing, right? Because of the number of records this update affects, we were hoping to find a way to update them all at once versus by individually editing each one. Is that a possibility?
Hi Julie. You can use data loader to update email addresses in the People object. This will change the email address in the People directory of the intranet, but not in the User object of Salesforce. You'll just need to map the People ID and email address in the CSV file you export from data loader.
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