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Agent Auto Provision

    Updated:
    1 min read

    Important

    Supported CRMs : Salesforce


    Supported PBX systems : All


    The Agent Auto-Provision feature creates a new Tenfold user whenever a new user is created in Salesforce. Similarly, whenever a Salesforce user is deactivated, the corresponding Tenfold user is deleted. Creation and deletion occurs automatically without the need to sync users. Any custom user fields for the new Tenfold users automatically sync as well.

    How it works

    Tenfold Agent Auto Provision creates a Salesforce workflow which checks Salesforce user objects for changes and creates events whenever changes (user additions, deactivations, or updates) occur. Using the HTTP POST method, the fields affected by the changes are sent in an outbound message using this webhook: <host>/v2/features/agent-auto-provision/organizations/:organization/integrations/provider/webhook.

    Tenfold receives the changes as a message, and handles the changes reported from Salesforce using the following flow:

    NOTES

    • When multiple change notifications are received for the same user in one event message , the most recent change is honored.
    • If a user is logged in to Tenfold when the related Salesforce user object is deactivated, the Tenfold session ends.


    Field mappings between Salesforce and Tenfold

    The following table shows how Salesforce User object fields map to Tenfold user fields.

    Table 1. Salesforce User object data fields and the Tenfold user equivalents

    Salesforce User object fieldTenfold user field
    isValidEmail(Username)? Username : Emailusername
    IdcrmId
    CallCenterIdcrm.callCenterId
    Emailcrm.email
    UsernamecrmUser
    IsActive && CallCenterId != null!disabled, InboundEnabled
    LanguageLocalKeyuser.crm.language
    Namename
    SmallPhotoUrlpictureUrl
    MobilePhoneuser.phoneNumbers[{ type: ‘mobile’}]
    Phoneuser.phoneNumbers[{ type: ‘other’}]
    ProfileIduser.crm.profileId
    UserRoleIduser.crm.userRoleId
    UserTypeuser.crm.userType



    Before you start

    Before enabling the Agent Auto Provision feature, you must:

    • Have a call center enabled in your Salesforce instance.
    • Ensure the integration user has the correct system and object permissions, reference located at the end of this guide.


    Enable the feature in Tenfold

    To enable Agent Auto-Provision:

    1. Go to Tenfold Dashboard in your browser and navigate to Users.
    2. Click Agent Auto Provision. NOTE: You can also enable and disable the Agent Auto Provision through Features.
    3. Click Disabled so it changes to Enabled. Agent Auto Provision is now configured and ready to use.


    Test auto-provisioning

    To test that auto-provisioning is working:

    1. Create a new user in Salesforce.
    2. Set the user to active and add the user to a call center.
    3. Go to Tenfold Dashboard and navigate to Users. There is a Tenfold user with the same name as the Salesforce user.
    4. Edit the user in Salesforce by changing a value that is visible in both Tenfold and Salesforce (example: the user's first name).
    5. Go to the Tenfold Dashboard and navigate to Users. The value has also changed for the Tenfold user.
    6. In Salesforce, deactivate the user.
    7. Go to Tenfold Dashboard and navigate to Users. The user is no longer listed.


    Manage Salesforce agents using Agent Auto Provision

    1. Add, edit or deactivate a Salesforce user.
    2. Ensure the user is active and added to a call center. The user changes are synchronized with the users in Tenfold.


    If you add an existing Salesforce user to a call center, the user will appear in Tenfold. Similarly, removing a Salesforce user from a call center also removes the user from Tenfold.


    Troubleshooting

    Issue: User changes do not propagate from Salesforce to Tenfold

    Possible solution

    1. Go to Tenfold Dashboard in your browser and navigate to Users.
    2. Click Navigate to Company settings > CRM.
    3. Click Refresh next to Refresh Webhook.
    4. Modify a user in Salesforce and check to see if the change is reflected in the corresponding Tenfold user.

    Integration user permissions

    Ensure the integration user has the necessary Salesforce system and object permissions so it can make necessary changes and successfully perform required functions. Refer to the Permissions section of the Salesforce Integration documentation for specific details.

    Missing Something?

    Check out our Developer Center for more in-depth documentation. Please share your documentation feedback with us using the feedback button. We'd be happy to hear from you.