Pre-requisites


  • Input: List of users to be created
  • Access to Salesforce Core CRM to perform User Access Management
  • Access to User Creation Template

Process Definition

Procedure


 Action: Proceed to "New CRM Contact creation procedure"

 Action:

  • Feedback to requestor
  • Provide all records found for a given user
  • Ask him/her to select which contact to use

 Action:

  • Copy CRM values into User Creation Template
  • Fields to be copied:
    • Name
    • Email address
    • Country
    • Language
    • Related GBU
    • CRM Contact ID (found in the URL)

 Action: Proceed to "New Account activation procedure"




Once Distributer/Customer Account has been activated, proceed to User Creation step.

Action:

  • Copy CRM values into User Creation Template
  • Fields to be copied:
    • Account name
    • PRS ID
    • RCS ID

 Action: Proceed to "How to attach CRM Account to a Corporate Group procedure"

Once CRM Account has been attached to a Corporate Group, follow Partner Account activation step

Action:

  • Copy CRM values into User Creation Template
  • Fields to be copied:
    • Corporate Group

Check with SAP solvay-ecommerce team (Arthur)

 No action require.

Action:

  • Get same user's solvay-ecommerce userid
  • Copy value into User Creation Template
  • Fields to be copied:
    • Federation ID

 Action:

  • Based on all fields in User Creation Template, enter/update for the given user.
  • On the "Manage user" button, click and select "Enable Customer User"

  • Click Save

Here is the complete guide: MSP/Digital Assist- Users Creation Guide

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