Assign a User to an Employee

If user field defaults are configured for a user in Applied Epic, structure and servicing role information automatically populate when that user creates a new account or opportunity or converts a lead in Applied Epic for Salesforce.

For a user’s field defaults to populate, there must be a one-to-one relationship between that user and an employee record in Applied Epic for Salesforce. Assigning multiple users to the same employee may cause incorrect information to populate, as Applied Epic for Salesforce cannot determine which assigned user’s field defaults to apply in a given situation. Field defaults do not populate for users who are inactive in Applied Epic or Applied Epic for Salesforce.

To enable structure access and servicing role information from Applied Epic to populate automatically for a user in Applied Epic for Salesforce, assign one active user in the Employee User frame for each employee. You must be an administrator to perform this workflow.

1. Click the Apps icon and enter Employees in the search field .
2. Click on Employees in the list of Apps.
3. Locate the employee in the list and click on their Employee Name to open their record.
4. In the Employee User frame, click the Edit button .
5. Select an active user to associate to the employee. Field defaults do not populate for users who are inactive in Applied Epic or Applied Epic for Salesforce.
6. Repeat this process for each employee.