The purpose of this Section is to provide a step by step procedure for User Configuration in the iCare CRM application, in compliance with Solvay Information Security Policies.

This procedure applies to:

• iCare CRM Salesforce.com IS Solution
• All iCare CRM end Users and their GBU User Responsible
• IT users: both Solvay internal employees working for IS and external IT subcontractors

• New User: a new user is when there is no user Account (Active or Inactive) for that user’s email address.
  
  

Start User Creation:

Go to Setup → Manage User → Users → Click ‘New User’ button

Make Sure that the username has the correct termination :

• For PROD: email address.spp
• For UAT email address.spp.uat
• Title
• Company = SOLVAY SPECIALTY POLYMERS or Composite Materials depending on what has been filled-in in the form.

Fill in:

• Role: the same as "User to clone" (in form)
• Profile: the same as "User to clone" (in form)
• Check the Box: Force.com Flow User
• Check the Box: Salesforce1 User

Fill in the Mailing Address section

The Mailing address is the one of the Solvay Site; It is indicated in the form.

If not provided at user template, you can use a reference user working in the site

In Additionnal Information section

• Data Access Profile
• Working Country
• Manager (HR Org Chart)

In HR Data Section

• SCP User
• GBU according to the GBU of the requestor. If Organization in the helix ticket is not Specialty Polymers or Composite Materials, then ask the CRM Champion
• Leave other fieds empty

Fill in the Locale Settings section according to the working Country in user template received (Assign using Corresponding Table)

Sources for

• Locale Settings
• Time Zones
• Language = English
• Currency = EUR - Euro

Fill in the Approver Settings section

• Manager

Click ‘Save’ without ticking this box.

It is not needed anymore as the SSO is enabled.

Provide the link to connect to user: https://solvay-spp-crm.lightning.force.com/

UAT link : https://solvay-spp-crm--uat.lightning.force.com/

Identify if additional Permission Sets/Public Goups/Other Considerations are required (Reference : User to clone)

• How to add a Permission Set
• How to add a Public Group

Each iCare user need to be assigned to the Pardot check step 12

Once the new user is created, you need to make sure he/she get access to the Package

To assign the new user to 2 packages above, Go to:

For each package press ‘Manage Licenses’.

Note: This step could be also done from the user page after saving or for further checking purposes.

Select the user you have just created. When you select a user, he is added in the second part of the screen.  So click on ‘Add’.

• Marketing User Checkbox set to true 
• Grant Permission Sets : 
    - Sales Cloud User
    - Account Engagement Package
  Campaign Influence
    - Pardot Lightning 
  
  Click save

Log in the  Global CRM UAT Environment and repeat all the required previous steps from step 1 to step 12.2 

BUT....

don't forget to add .invalid at the end of the email address ! 

Warning: the username must be: email.crm.uat  => it must not contain .invalid

Go back to the ticket and send this email to the requestor before closing the ticket:

Hello XXX

Welcome to Salesforce!
Your username has been created in Syensqo's Salesforce CRM system.


To get started, you can log in to Salesforce.com using the following URL: https://syensqo-icare.lightning.force.com

If you are connected to the Syensqo network (e.g., at your office, at another Syensqo site, at your hotel using the hotel’s internet connection with your personal token, etc.), the link above is all you need to connect, you do not need to enter a username or password.

If you are NOT connected to the Syensqo network (e.g., you are off-site, you are using an internet connection without your personal token, etc.):
You can still use the link above but be aware that your Syensqo username and password will be requested (e.g. the SSO identifications that you enter when accessing your Syensqo laptop).

If you have any issues with these procedures, please feel free to contact the support team. We will be happy to help you!

Thanks & Regards,

CRM Team

Inès Somatri

Dina Mendes

 IS CRM Analyst

Julien Gasqueton

 (SF Security Lead)

Deletion of territory management + update of the user creation form