Salesforce is a suite of cloud-based software with well-known customer relationship management (CRM) solutions.
Its SaaS CRMs are divided into 4 categories: sales, customer support, marketing, and e-commerce. Salesforce's CRMs allow companies to track customers, get to know them better in order to have more targeted communication.
CRMs provide excellent customer knowledge, a view of acquisition channels, and refinement of communication methods. Salesforce is a pioneer of cloud software.
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The Salesforce connector lists the Salesforce accounts of your various users. This connector also allows you to create, modify, and suspend accounts. Account deletion is not supported because it is a feature not supported by Salesforce.
The main attributes that you can manage with the Salesforce connector are username (email), first name, last name, nickname, etc.
It is also possible to manage advanced attributes such as the manager, PermissionSet, PermissionSetLicense, territories, etc.
Finally, it is possible to manage custom fields that you may have created directly on Salesforce. To do this, you will need to configure mappings on the Youzer connector so that it can display and possibly modify the different information.
Since Salesforce has a rich API, the connector is quite powerful and allows you to perform all automated operations through calls to these APIs.
When creating the Salesforce connector, you will be redirected to a consent window where you will be prompted to validate access to Youzer on your Salesforce instance.
