Create User Mapping Profiles
Procedure
Complete the following steps to create a user mapping profile:
- Go to the Settings tab, and click Manage in the User Mapping area to go to the User Mapping page.
- Click Create Mapping Profile to go to the Create Mapping Profile page.
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Complete the following steps to create a user mapping profile:
- Select the source organization from the organization drop-down menu.
- In the Profile Name field, enter a name for the user mapping profile.
- In the Description field, enter a description for future reference.
- In the Select a Destination Organization field, select the destination organization for the user mapping profile.
- In the Default Destination User drop-down menu,
select a default user to which to map all users that are not configured
in the user mapping profile.Note: The default user must have the Modify All Data permission to the specific objects or objects where the specific records reside.
- In the Mapping List field, click Auto Match to automatically match users that have the same email address. You can click the text boxes to modify the source user or destination user, or click Remove to remove the matched users.
- Click Add to match the source users and
destination users by entering the usernames in the Source
User and Destination User text
boxes.Note: A source user can only be mapped to one destination user, but multiple source users can be mapped to the same destination userNote: The destination user you are about to add must have at least the same permissions as the matched source user.
- Click Save to save this user mapping profile, or click Cancel to leave this page without saving any configurations