How to Import Roles from Salesforce

To facilitate faster role creation, when a Scenario contains a Salesforce-type Data Source, the “Import from Salesforce” button becomes available:

Clicking this button imports roles from the Enterprise Territory Management TerritoryRoles object.

How to use Import from Salesforce

To import roles directly from Salesforce, your connected instance must meet the following requirements:

• Enterprise Territory Management (ETM) must be enabled
• Territory roles must be defined in Salesforce

<aside> 🔗

Managing Users and Roles Within Territories

Relevant Salesforce documentation found here.

</aside>

Default Salesforce Role Mapping

BoogieBoard automatically maps Salesforce roles to internal role types during import. Although Salesforce’s Territory Role and User Role are distinct objects, we unify them through the following mapping logic: