Let Sendoso automatically manage, invite, and delete Sendoso Users based off of your Salesforce User details.
To get started, click on the Teams tab or click here.
Creating Groups enables you to assign certain Touches to specific Groups, set Group limits, and see reporting based on Groups.
To create a Group, enter in the Group Name. Create as many Groups as you'd like.
Click Group Settings
Click "Enable Salesforce User Settings" and then click Save Settings
Now, a new button will appear next to the Group Name. Click "Salesforce User Settings"
The final step is to select Salesforce User Roles that link to related Sendoso groups. Sendoso will automatically invite all users with that following Role(s) to the related Sendoso Group, and if any changes (additions or deletions) from Salesforce, Sendoso will automatically update accordingly.
The user will receive an invite notification via email.