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Creating a template account

Bravura Security Fabric uses template accounts as models or "blueprints" for creating new accounts in Salesforce. The following example illustrates how you can create a template account in Salesforce:

  1. As an administrator, log into the Salesforce application and select Setup > Administer > Manage Users > Users.

  2. Click New user.

  3. Fill in the required fields.

  4. Click Save.

    Note

    AccountId, FirstName and LastName are required attributes when creating a Salesforce contact using the agtsalesforce-ctc connector. Ensure AccountId is valid as invalid accountID will cause contact provisioning to fail.

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