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.
Other Role Mapping Options
If Multi-Role doesn't work 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.
Configuring Multi-Role
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The package requires a custom field to be added, which will map a Contact
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(user) to Sitecore role/roles. This can be done via a checkbox, picklist or multi-select picklist.
Navigate to Setup » Object Manager Setup » Object Manager » Contact » Fields & Relationships or to set-up Lead navigate to » Lead » Fields & Relationships.
Customising Contact Fields
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Multi-Role using checkboxes
Password Encryption
The password encryption checkbox is a way for Sitecore authentication to determine if the supplied password is encrypted or not. In Salesforce Enterprise and above editions the password will be encrypted when saving the Contact or Lead automatically. In all other Salesforce editions, the Contact or Lead Password will be encrypted after the first successful login into Sitecore.
Next Step
Install Security Connector in Sitecore for Contacts
Steps
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