How could a client connect their SFDC and Community to a greater degree
I am looking for other options that a client could potentially connect their SFDC CRM to their community users to a greater detail.
Assumption: The client is using Single-Sign-On.
Could the client update their own Salesforce so that it had a link to a corresponding user's community profile? I know we don't work at SF but I'd be curious if we had any insight.
I.e User John Baptist logs into the community via SSO. The user exists in the SFDC at this point. If I go to user John Baptist contact page in SFDC there's a link to the corresponding user's profile in the community. If you click that link it brings you to the community and you can see the user's activity.
Any ideas how this might be done? Would it involve an API call when the user logs in?
Comments
-
That's easy... all you need to know is their user name:
e.g.
username is BobbyRoberts, so profile link is:
0 -
In fact we could update the Saleforce plugin, such that when you add a Lead to SF it also creates a field with a link back to their profile page. It's only one more field to pass/create.
0 -
How exactly would they do it though, would it be with the API? Do they need to do something with their SSO configuration so that SFDC 'knows' the username of the user when they log in?
0 -
Well the username is one of the things they pass via SSO, so they already have it. This is something they could do entirely on their side.
0 -
Username wouldn't exist typically in SFDC. Could it be based on email?
0