We deal with a lot of different people entities that can create 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. The lead has typically expressed an interest in what you have to offer but still requires qualification and nurturing before they can be converted into a Salesforce contact.
- Salesforce Contacts: Individual customers in Salesforce (these are grouped into Salesforce Accounts). Some Salesforce instances (Orgs) have "Person Accounts" turned on and this essentially merges the contact and account records of an individual.
- Salesforce Users: Internal sales staff who log in and use Salesforce. Also known as seats, licenses or operators. You pay Salesforce based on the number of users.
- Salesforce API User: A type of Salesforce user who can access Salesforce via the API. The access credentials are part of a connection string used by S4S to interact with the Salesforce Partner API.
- Sitecore Users: Internal marketing and content editors who log in to configure and use the Sitecore launchpad and desktop.
- Sitecore Authenticated Users: A type of Sitecore User, usually privileged customers, partners or staff, who log in to the Sitecore front end to access special content (viewing web portal pages). You need to build a login control (usually on the Home page) to facilitate this. The visitor's login 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 membership data is no longer held in Sitecore – only in the Salesforce record.
- Sitecore Visitors: These are unidentified (anonymous) visitors that browse your public website.