For example, Captivate Prime Administrator can choose to import all users in the hierarchy under one or more specific Managers.
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Filtering usersĬaptivate Prime Administrator can apply filtering on the users before importing them. Users in the Captivate Prime application can be up-to-date according to the schedule. Sync can be performed on daily basis in Captivate Prime application. Captivate Prime Administrator can set up schedule according to organization's needs. Using auto scheduling feature along with automated user import feature can be effective.
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This automation avoids the manual effort involved in creating CSV and uploading into Prime. User import process allows Captivate Prime Administrator to fetch employee details from Salesforce and import them into Captivate Prime automatically. It can be reconfigured if Administrator wants to have a different mapping for importing users. Once the mapping is completed, the same mapping is used in subsequent user imports. Integration Administrator can choose Salesforce columns and map them to corresponding Captivate Prime's group-able attributes.
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