We deal with a lot of different entities that often leads to confusion.
Here is how we define them:
- Salesforce Leads: These are standard objects that represent an individual at an early stage in the sales process. They’ve expressed an interest in what you have to offer, but require additional nurturing to verify and convert into a contact.
- Salesforce Contacts: Individual customers in Salesforce (these are grouped into Salesforce Accounts). Some organizations have "Person Accounts" turned on and this essentially merges the contact and account records of an individual.
- Salesforce Users: Internal sales staff who login and use Salesforce. Also known as seats, licenses or operators.
- Salesforce API User: A Salesforce user whose credentials are used to give S4S access to the Salesforce Partner API.
- Sitecore Users: Internal marketing and content editors who login to configure and use the Sitecore launchpad and desktop.
- Sitecore Authenticated Users: Usually these are privileged customers, partners or staff who login to the front end of Sitecore to access special content (web portal). The credentials are natively in the Sitecore Core database but can be mapped to their Salesforce contact record (or lead) using the S4S Security Connector functionality. If mapped by S4S, the record data is no longer held in Sitecore – only in the Salesforce record.