Every Salesforce user can be automatically provisioned as a user in Elements Catalyst if the Managed Package is installed.
The Salesforce Administrator can enable the users in the Salesforce Org to have access to Elements Catalyst using their Salesforce account credentials. When the Salesforce Org is first connected to Elements Catalyst, by default, no users are connected. The Salesforce Administrator needs to specify which users will be connected. This will create a user account in Elements Catalyst if they do not exist, and their user name will be their email address, not their Salesforce login. They will then be joined to the Space.
A user who has accounts in multiple different Salesforce Orgs can be linked to multiple different Elements Spaces but will only have one Elements Catalyst username. Every new user who joins the Salesforce Org can automatically be given access to Elements Catalyst.
A list of the users in the Salesforce organization is shown. The Salesforce Administrator can select all or individual users and then press the Connect button
User already exists in Elements Catalyst
If the user already exists in Elements Catalyst - the Salesforce user email matches the Elements Catalyst email and the Elements Catalyst user is in the Space that the Salesforce organization is connected to - then the users in both systems are connected
User does not exist in Elements Catalyst
If a user does not exist in Elements Catalyst - the Salesforce user email does not exist in Elements Catalyst – then that user is created in Elements Catalyst and is joined to the Space that the Salesforce organization is connected to.
This section has one option. If checked, “Assign New Users” will give new users access to Elements Catalyst when they join the Salesforce Organization. This will create a user in Elements Catalyst if they do not already have an account in Elements Catalyst.
Login to Elements Catalyst app using Salesforce account
Once the user has been connected they can use their Salesforce username and password to login to Elements Catalyst.
To do this on the Elements Catalyst login screen select the LOGIN WITH SALESFORCE button. The first time that they do this they will be asked to confirm that they are willing to allow access. The user needs to click the Allow button.