How Can I Create Users With Salesforce Import?
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- How Can I Create Users With Salesforce Import?
- 19Frequently Asked Questions
- I Need a Demo of ZynBit
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- How Many Licenses Do We Have and Who is Using Them?
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- 37Release Notes
- Release Notes – ZynBit 4.2019
- Release Notes – ZynBit 12.2018
- Release Notes – ZynBit11.12.2018
- Release Notes CRM API 09.06.2018
- Release Notes Web Portal 10.14.2018
- Release Notes Web Portal 09.09.2018
- 21ZynBox
- 7Gmail
- Release Notes OWA, Gmail 10.15.2018
- Release Notes ZynBox OWA and Gmail Release 08.19.2018
- Release Notes ZynBox OWA and Gmail Release Version: 2.0.16
- Release Notes ZynBox OWA and Gmail Release Version: 2.0.15
- ZynBit for Gmail – Summer Release 2017
- ZynBit Release Notes – August 2016
- ZynBit Release notes – July 2016
- 8Outlook Desktop
- Release Notes ZynBox v. 3.6.3.91
- Release Notes – ZynBox v. 3.6.2
- Release Notes – ZynBox Outlook Desktop v. 3.6.0.79
- Release Notes ZynBox 02.26.2018
- ZynBit Release Notes – Spring 2018
- ZynBit Release Notes – October 2017 Outlook Desktop
- ZynBit Release Notes – December 2016
- Zynbit Release Notes – October 2016
- 6OWA
- 5ZynSync
- 4ZynCal
- 1ZynMobile
- 8Installation and Setup
- 16ZynBox Sidebar
- ZynBox Cheat Sheet
- 4Videos
- 9Core Features
- How do I Create a Salesforce Contact and Account with ZynBit?
- Attaching Emails to Opportunities – Quick Reference Guide
- Understanding the ZynBit Task Pane
- File an Email and Attachments to Salesforce
- Can I File Emails to Multiple Contacts?
- Log a Call to Salesforce from within Email
- Add a Task or Event to Salesforce While in Email
- Edit a Salesforce record from within Email
- Convert a Salesforce Lead to a Contact
- How Do I Save an Email in Salesforce when Composing it using OWA plugin?
- Showing the "Filed with ZynBit" Category
- 7ZynCal Assistant
- 10ZynSync Auto-sync
- ZynSync Cheat Sheet
- Certain Types of Syncing are not Available
- How do I Sync My Older Emails to Salesforce?
- Video – Email Sync
- Calendar Sync – Between Email and Salesforce
- Contact Sync – from Email to Salesforce
- Contact Sync – Salesforce to Outlook and Gmail
- Email Sync – from Inbox to Salesforce
- Task Sync – Bewteen Email and Salesforce
- Why Does ZynSync Stop Working When Salesforce or Email Passwords Change
- 4ZynMobile
- 14ZynBit Administrator
- Managing your ZynBit License
- How Many Licenses Do We Have and Who is Using Them?
- How Can I Create Users With Salesforce Import?
- Onboarding ZynBit Users
- How do I Reassign ZynBit Licenses?
- How do I make someone a ZynBit Admin?
- How Do I Change the Credit Card used for Payment?
- 4ZynBox Sidebar
- 2ZynSync Auto-sync
- 1ZynCal Assistant
- 12IT Administrator
- What are the Software and Hardware Prerequisites for ZynBit?
- How do I Whitelist the ZynBit.com Domain?
- Citrix or Terminal Server Deployment of ZynBox
- MSI Deployment of ZynBit for Outlook Desktop
- Chrome Enterprise Deployment
- Deploying the ZynBit OWA add-in for Admins
- Setup Instructions for ZynTrack Web Tracking
- Configuration Settings File and Options for Outlook Desktop
- ZynBit is Running Slowly. What Can I do to Improve Performance?
- How do I Setup an Exchange Impersonation Service Account?
- How Do I set up a Delegated Service Account in Exchange?
- How do I setup an Exchange Service Account in ZynBit?
- 8Salesforce Administrator
- Salesforce Integration Overview for CRM Admins
- How do I Setup a Salesforce Service Account?
- How do I Know People are Using ZynBit?
- How do I Configure Notifications and Reminders?
- How do I change the fields that are required to file email?
- Managing ZynBit Display Fields
- Improved Contact Recognition and Loading Speed
- ZynBit is Running Slowly. What Can I do to Improve Performance?
- ZynBit Administrator
- How Can I Create Users With Salesforce Import?
ZynBit has implemented a feature which allows users to sign in with Salesforce. This eliminates the need for users to create a ZynBit password and streamlines account setup.
The first step in the process is for the ZynBit users who is also a Salesforce admin to configure a service account. This is done by logging into app.zynbit.com and clicking the dark purple Zynbit Admin icon on the left.
Choose Service Accounts and click Add Service Account. The admin will be prompted to sign in to Salesforce. Your Salesforce service account is set up!
To continue and create the user, click the magenta Users icon and open the Salesforce Import tab at the top. Click the box beside each user you wish to create and then click Create Selected Users.
Users will receive an email saying: “Your Salesforce Admin has added you to the company’s ZynBit account. All that’s left for you to do is click the link below and click Sign in with Salesforce. ”