I need some automation tips here. In my org's opportunity page, there are few fields which needs to lookup data (read: select existing employees' name) from contacts list as part of listing the bid managers for that opportunity. Currently I take names of all employees from HR and then manually uploaded once a week as records under Contacts object from where the concerned fields lookup and search when an opportunity owner starts typing a name under the bid management section. Now this is manual work and may not always have updated data. I want a way through which the lookup function in the concerned fields directly looks up data from the active directory of the company. Is it any way possible? Would be a great help if so!
1 answer
This article covers how to set up integration with AD. It is probably a good place to start. You would obvisouly need to adjust a bit for your needs if you do not need to create Saelesforce user records
https://developer.salesforce.com/docs/atlas.en-us.identityImplGuide.meta/identityImplGuide/identity_id_connect.htm
