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 Partner Account activation procedure"


Once Partner 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 Partner User"

  • Click Save




Last modifications :