Aurora: Synchronize community members with Salesforce

After integrating the Salesforce environment with your community, you can sync community members’ data, including their profiles and metrics, with your Salesforce environment. This enables Salesforce users to access up-to-date information about community members, ensuring consistency between the community members’ data and Salesforce records.

In the Salesforce Settings area (Settings > Features > Salesforce), admins can:

• Enable user synchronization
• Configure both automatic and manual data synchronization
• Reset all user data synchronization, removing existing community members’ data from the Salesforce environment

To enable and configure user synchronization:

1. Sign in to the community as an admin.
2. Go to Settings > Features > Salesforce.
   
   The Salesforce Settings page opens.
3. Go to the User Synchronization section and configure the following:
   
   • User Synchronization: Turn on the User Synchronization option. When enabled, all registered community members are replicated in Salesforce along with their profile and metrics data.
   • Auto synchronization interval: Set the time interval in minutes to auto-synchronize members’ data in the specified intervals. Here, you can view the next sync date and time.
   • Manual synchronization: To synchronize manually, click Synchronize. After the manual synchronization is initiated, you cannot reset or synchronize until the current process is completed. Here, you can view the last sync date and time.
   • Reset all user synchronization: To reset all user synchronization and remove community members' data from the Salesforce, click Reset.
   • Synchronization status: Shows the current status of member data synchronization with Salesforce.