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In Sitecore, a user must be associated with one or more Sitecore roles. S4S has a way to map a Salesforce Contact (or Lead) to Sitecore so the individual has one or more roles (Multi-Roles). The primary way to do this is called Multi-Role: Sitecore role(s) are selected from within the Contact or Lead record. The role selections can be made using a Salesforce Picklist, Multi-Select Picklist or checkboxes.

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About Single-Role and Other Role Mapping Options

S4S provides an alternative to Multi-Role called Single-Role. This approach maps Sitecore roles to Salesforce Account names so any contacts that belong to an Account will appear in Sitecore as belonging to a Sitecore role with the Account name. If neither Single-Role or Multi-Role works for your business requirement, you can dispense with overriding the role provider and use a Sitecore role but still have the membership and profile data in Salesforce. More options that involve some development effort are also possible with S4S.   

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This section covers the additional steps to set up Multi-Role role support for all Salesforce editions. The Multi-Role package requires a custom field to be added which will map a Contact and/or a Lead (representing users in Sitecore) to Sitecore role/roles. This can be done via a checkbox, picklist or multi-select picklist.

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